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

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

Capital is acquiring from Citi one of its subsidiaries, Citi Global Alternatives, LLC, advisor to Citi Wealth’s alternative ...

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

Wealth.com, Vestwell, and Vanilla have announced separate updates aimed at expanding estate planning and workplace retirement ...

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

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 ...

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

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 ...