Venture Visionary Partners thinks that a futuristic Lab—and a little help from AI—can redefine the client-advisor ...

Wealth Management Inc. (3772.TO) Japan Year Ended March 31 GROUP 2025 2024 Revenue Y18.31 bln Y28.63 bln Operating Profit Y2.52 bln Y3.03 bln Pretax Profit Y1.05 bln Y2.64 bln Net Profit Y1.10 bln ...

Wall Street heavyweight Citigroup has agreed to sell its wealth alternatives unit to fintech firm iCapital, the companies ...

Updates Across Tax-Aware Trading, Advisor Control, Automation & Ecosystem Integrations Position Envestnet as the Industry's Most Connected, Customizable Wealth Management Platform The strategic ...

Assets, the all-in-one digital wealth management platform, has officially entered into a strategic media partnership with CoinChapter, a leading news outlet known for delivering timely analysis, ...

Scotia Wealth Management said it entered a referral arrangement with the Canadian subsidiary of India's ICICI that will see it offer wealth-management solutions to customers. ICICI Bank Canada ...

Meanwhile, cash management platform Max inks another hybrid RIA partnership, and Surge Ventures unveils an integrated AI ...

Set up a Google Meet with Trevor Gauthier, and you will get a glimpse into an inviting home office, with a black Lab napping ...

The 29 companies that made this year's list offered flexible work schedules, generous amounts of paid time off and fun ...

Private markets in Asia are undergoing a transformation, with wealth transfer and the growing need for diversification ...

Groww Mutual Fund doubled its asset under management (AUM) to ₹1,547 crore in FY25. Zerodha Fund House expanded ninefold to ...

Alvin Carlos, financial planner and managing partner at District Capital Management in Washington, D.C., uses Monday.com for ...