Osaic has partnered with Jump and Zocks, both AI-powered platforms for advisors, to streamline its wealth management ...

Goldman Sachs is reportedly planning to reduce its headcount by 3% to 5% during its annual performance review this spring.

Canaccord Wealth has taken a significant step in its global expansion by opening a permanent office in Dubai’s financial hub, ...

Dutch banking group ING has agreed to acquire a 17.6% stake in wealth manager Van Lanschot Kempen from Reggeborgh Groep.

In an era where cyber threats loom large over every industry, asset managers find themselves in an increasingly precarious ...

Partners Wealth Management has purchased Johnston Carmichael Wealth in a move that will strengthen its position in the UK.

Asset manager BlackRock has concluded the acquisition of Preqin, an independent provider of private markets data.

Close Brothers Group has announced that the sale of Close Brothers Asset Management to funds managed by Oaktree Capital has ...

Standard Chartered Global Private Bank has announced a 20% expansion in its frontline private banking team in the UAE to ...

Private equity firm Aquiline has agreed to purchase the Family Office Services business from SEI for $120m. The acquired ...

With March marking Free Wills Month, a study by Charles Stanley revealed that 26% of people aged 55 and over still do not ...