Equisoft acquires wealth tech firm Grendel
Equisoft, a provider of digital solutions in life insurance and wealth management, has acquired Grendel, a developer of…
Klingenstein Fields Wealth Advisors acquires assets of The Solaris Group
Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, announced the acquisition, through…
UBS and SuMi Trust to create wealth management JV in Japan
Swiss investment bank UBS and Sumitomo Mitsui Trust (SuMi Trust) have agreed to create a wealth management joint…
Bank of America adds human advisers to Merrill Guided Investing
Bank of America has introduced Merrill Guided Investing with an advisor, a new facility that combines human advice…
Atria Wealth Solutions Completes Acquisition of NEXT Financial Group
Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, today announced that it successfully closed…
Broadridge to acquire Canadian wealthtech firm RPM Technologies for £237m
US-based Broadridge Financial Solutions has agreed to acquire Canadian wealthtech firm RPM Technologies from Bayshore Capital and other…
Goldman Sachs to buy wealth management firm United Capital for $750m
Goldman Sachs has agreed to acquire US-based boutique wealth management company United Capital Financial Partners for $750m in…
WBI to liquidate two funds: WBIR and WBIH
WBI Investments, Inc., a leading provider of wealth-building strategies targeting an optimal blend of bear market protection and…
Nationwide selects Supernova Lending for upgraded wealth management solutions
US-based Nationwide has collaborated with Supernova Lending to provide enhanced wealth management lending solutions to firms and financial…
Macquarie to acquire $12.3bn worth assets of First Investors from Foresters
Macquarie Investment Management has agreed to acquire $12.3bn worth assets of First Investors mutual funds managed by Foresters…
