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

Citigroup is selling a unit that houses some 180 private-credit, private-equity, infrastructure, and other alternative-asset ...

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

The giant Wall Street bank's deal with the alternative fintech platform provider comes amid a broader effort to simplify its ...

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 ...

On the first front, partner due diligence is becoming a make-or-break function. By integrating fintechs, wealth management ...

Ng’s vision for AI in wealth management is rooted in practical optimism. He envisions a future where clients and wealth ...

Alpheya eyes operational investments over the next three years, starting with the launch of a new office in Al Ain Region.

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 ...

Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.