PE activity in the wealth management sector dates to over a decade ago, but the pace of investment activity and industry consolidation has significantly accelerated over the last four or five ...

PwC's 2025 Global AI Jobs Barometer report found that artificial intelligence is making workers more productive, valuable and ...

Credent Wealth Management ... manager Crestline Investors with the capital investment providing additional financial weight to its ongoing M&A activity which has seen 12 acquisitions since ...

For wealth-management and investment brokerage firms ... Merger-and-acquisition activity has been shaping the wealth management and registered adviser industries, thanks in part to large, private ...

This branch will offer multiple services, including investment advice ... Martin Maurel group partner and head of wealth and asset management activities Alain Massiera said: "We are delighted ...

January 22, 2025--(BUSINESS WIRE)--Bogart Wealth, an award-winning, independent wealth management ... activities, and more. Bogart Wealth remains a proudly independent registered investment ...

Wealth management and asset management ... With a greater portion of earnings coming from steadier investment management activities, the company has increased its dividend payout over time ...

Central Wealth Group Holdings Limited announced its investment in ... on investment and asset management. The company is involved in various business development activities to enhance shareholder ...

In the past, Morris might have asked a human financial adviser to help with his investment activities ... improve his understanding of complex wealth management and finance topics, helps him ...