First American Bank (FAB) has turned to InvestCloud to upgrade its digital wealth management platform. The alliance ...

Merrill Wealth Management, a division of Bank of America, has established its ultra-high-net-worth (UHNW) advisory group.

US-based asset manager BlackRock is reducing its employee headcount by approximately 1%, affecting around 200 employees.

Global structured Palmer Square Capital Management introduces three innovative ETFs targeting European institutional ...

Independent wealth manager completes a multi-year reorganisation, introducing a team-based approach and 100% employee ...

The AmeriFlex Group, a fast-growing hybrid RIA known for its innovative financial planning solutions, closed 2024 with a ...

BTG Pactual has sealed a deal to buy Swiss private banking group Julius Baer’s Brazilian domestic wealth management ...

EP Wealth Advisors has expanded its footprint in the US with the acquisition of Michigan-based Executive Wealth Management ...

Iowa State Bank, an 80-year-old community bank managing $450m in assets, has joined forces with Osaic, a provider of wealth ...

UK financial services consultancy Broadstone has secured a strategic growth investment from private equity firm Lovell ...

Hawksmoor Investment Management, an investment and fund management business, has appointed Michael Bishop as its new managing ...