Mercer Global Advisors (Mercer Advisors) has acquired Lewis Wealth Management, a Denver, Colorado-based RIA. This transaction ...

Artificial Intelligence (AI), automation, and agile systems are revolutionising the sector, yet many banks, insurers, and ...

UBS Group has established a tie-up with General Atlantic, aiming to support private credit opportunities. This collaboration ...

DWS is reportedly engaged in discussions with Nippon Life to establish a JV focused on asset management in India.

Suntera Global, a provider of bespoke fund, corporate, and private wealth services, has agreed to sell its majority stake to ...

Elevation Point has obtained a strategic minority investment from Emigrant Partners, a player in the capital and advisory ...

Artificial Intelligence has finally arrived not as a sci-fi spectacle, but as a practical, powerful worker embedded into the ...

The Abu Dhabi Investment (ADIO) has collaborated with Alpheya, aimed at enhancing digital wealth management capabilities ...

Jump, a provider of AI solutions for financial advisors, has established a partnership with Cetera Financial Group.

UBS Group has agreed to pay $511m to resolve a US investigation into its subsidiary, Credit Suisse Group, regarding its role ...

VisionPoint Advisory Group has merged with Navitas Wealth Advisors to establish Balefire, an advisory business registered ...

HSBC has announced that group chairman Mark Tucker intends to retire before the end of 2025. Tucker joined the Board in 2017 ...