Japan 1st Quarter Ended March 31 GROUP 2025 2024 Revenue Y2.43 bln Y2.16 bln Operating Profit Y55.00 mln Y63.00 mln Pretax Profit (Y74.00 mln) Y72.00 mln Net Profit (Y129.00 mln) Y13.00 mln Per share ...

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

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 ...

Waterfall established the NewMile private equity platform in 2017, which focuses on lower mid-market financial services and fintech businesses.

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 ...

Avenir, has unveiled a purpose-built AI chat assistant specifically designed for wealth management firms, delivering institutional-grade capabilities comparable to those used by global investment ...

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 ...