Yiren Digital and Principal Financial Group enter into strategic cooperation to expand into retirement market
Both parties will use their collective expertise and resources in fintech, asset allocation and digital wealth management to…
13 Jan 20
Both parties will use their collective expertise and resources in fintech, asset allocation and digital wealth management to…
09 Jan 20
After the deal is closed, BNP Paribas Wealth Management will work with Zedra as a preferred partner for…
19 Dec 19
Bank of Akron provides a full range of financial services including residential mortgages, construction loans and home equity…
12 Dec 19
Intesa Sanpaolo receives Fund Distribution License from Local Authorities and becomes the first foreign bank to offer wealth…
10 Dec 19
BBR serves more than 140 client families representing over $16 billion in assets under management from offices in…
06 Dec 19
KPMG, as part of its investment plans, has signed a five-year agreement with Microsoft under which the tech…
06 Dec 19
The combined company is anticipated to have assets valued more than $3.8bn, $3bn gross loans, $3.2bn deposits, and…
03 Dec 19
As COO, Powell will oversee regulatory execution and relations, enterprise shared services and a range of operational functions…
22 Nov 19
The acquisition of WIS is touted to be a strategic move for Atria Wealth Solutions in the fast-changing…
19 Nov 19
Hewitt presents a strong value proposition by delivering integrated tax, investment management, and financial planning to its clients
