US President Donald Trump has quickly installed US tariffs and Canada, Mexico and China, starting rumours of a full on trade ...

New Jersey-based RIA Summit Financial has picked a stake in Genex Consulting, a multi-family office headquartered in Kirkwood ...

Brooks Macdonald has announced that it has completed its acquisition of LIFT Financial Group and LIFT Invest. As at December ...

Fuel Ventures has spearheaded a £4m ($4.95m) investment round in wealth management platform Prosper, which caters ...

As the financial landscape evolves, wealth management firms must be at the forefront of navigating seismic shifts in client expectations, technological innovation, and sustainability. 2025 is set to ...

JPMorgan Private Bank has decided to expand Morgan Private Advisory, a move intended to provide holistic financial advisory ...

Wealth management technology provider OneVest has garnered $20m in a Series B equity financing round, spearheaded by ...

Wells Fargo has announced the upcoming retirement of Jon Weiss, the co-CEO of corporate and investment banking (CIB).

Mediobanca has dismissed Banca Monte dei Paschi di Siena’s (MPS) takeover proposal, citing lack of industrial and financial ...

The Wealth Alliance has struck an alliance with Wealth Partners Capital Group (WPCG) and HGGC's Aspire Holdings.