Crédit Agricole’s Indosuez acquires 70% stake in Wealth Dynamix

By NS Banking Staff Writer

27 Jan 23

Wealth Dynamix offers CLM solutions to private banks, and wealth management and asset management firms, and has developed…

Banking ServicesWealth Management

Cetera Financial to acquire Securian Financial’s retail wealth business

By NS Banking Staff Writer

26 Jan 23

The retail wealth business of the US-based Securian Financial includes over 1,000 financial professionals across more than 30…

Banking ServicesWealth Management

Charles Schwab acquires FWA to serve multifamily and single-family offices

By NS Banking Staff Writer

25 Jan 23

Charles Schwab said that Schwab Advisor Services and The Family Wealth Alliance will jointly focus on building community…

Banking ServicesWealth Management

FNZ to acquire US-based wealth management company YieldX

By NS Banking Staff Writer

20 Jan 23

The acquisition will combine FNZ’s full service, end-to-end platform with YieldX’s fixed income portfolio management technology, which will…

Banking ServicesWealth Management

Broadridge extends digital wealth platform partnership with IGM Financial

By NS Banking Staff Writer

19 Jan 23

IG Wealth Management will leverage Broadridge’s R.Broker solution to optimize advisor team productivity and enrich client experience

Banking ServicesWealth Management

Fidelity Investments acquires equity management firm Shoobx

By NS Banking Staff Writer

12 Jan 23

The acquisition builds on Fidelity’s existing relationship with Shoobx, which was established in 2021, to create an equity…

Banking ServicesWealth Management

Empaxis, EXL partner to advance wealth management solutions

By NS Banking Staff Writer

26 Dec 22

The deal will combine Empaxis' middle- and back-office expertise with EXL’s data, analytics, and digital operations capabilities to…

Banking ServicesWealth Management

Empaxis and EXL Join Forces to Help Wealth Management Firms Transform Their Operations

By NS Banking Staff Writer

23 Dec 22

Empaxis transforms investment operations through end-to-end process automation plus skilled outsourcing, enabling firms to dramatically lower costs, process…

Banking ServicesWealth Management

ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing

By NS Banking Staff Writer

15 Dec 22

BNY Mellon | Pershing is a leading provider of clearing and custody services. We are uniquely positioned to…

Banking ServicesWealth Management

JP Morgan Wealth Management rolls out digital money coach

By NS Banking Staff Writer

02 Dec 22

The company is offering the new product to all its 62 million digitally-active customers free of cost, to…

Banking ServicesWealth Management