Shriram Group has entered the wealth management sector through a partnership with South Africa’s Sanlam Group, targeting ...

Diversified financial services company Siebert Financial has invested in FusionIQ, a cloud-native digital wealth management ...

Carlyle is set to join forces with Citi to pursue asset-backed financing opportunities within the fintech specialty lending ...

Jio BlackRock Investment Advisers, the joint venture between Jio Financial Services and BlackRock, has obtained a certificate ...

Allfunds Group, a B2B WealthTech platform, has announced the appointment of Annabel Spring as its new CEO. She will be taking ...

UBS is guiding families through legacy, values, and complexity with an approach that blends personalisation, education, and ...

Independent investment manager Oakglen Wealth Holding, a subsidiary of Oakglen Group, has announced the acquisition of ...

Carson Group has acquired Wambolt & Associates, a wealth advisory firm located in Littleton, Colorado, US. This move is part of Carson Group’s strategy to enhance its presence in the Rocky Mountain ...

Investment management firm Brooks Macdonald has launched a suite of retirement investment solutions designed to help ...

Wealthbox aims to boost integrations in the advisor tech ecosystem to meet the needs of complex advisory firms. Credit: Miha Creative/Shutterstock. Wealthbox, a customer relationship management (CRM) ...

Bank of America (BofA) has appointed Satish Arcot, a banker from JPMorgan Chase, as the managing director based in Mumbai, ...

Amundi has reportedly communicated to unions its intention to reduce its Italian workforce by 50 positions by the end of the ...