Allfunds Group, a B2B WealthTech platform, has announced the appointment of Annabel Spring as its new CEO. She will be taking ...

Diversified financial services company Siebert Financial has invested in FusionIQ, a cloud-native digital wealth management ...

Independent investment manager Oakglen Wealth Holding, a subsidiary of Oakglen Group, has announced the acquisition of ...

UBS is guiding families through legacy, values, and complexity with an approach that blends personalisation, education, and ...

Investment management firm Brooks Macdonald has launched a suite of retirement investment solutions designed to help ...

Bank of America (BofA) has appointed Satish Arcot, a banker from JPMorgan Chase, as the managing director based in Mumbai, ...

Carson Group has acquired Wambolt & Associates, a wealth advisory firm located in Littleton, Colorado, US. This move is part of Carson Group’s strategy to enhance its presence in the Rocky Mountain ...

Amundi has reportedly communicated to unions its intention to reduce its Italian workforce by 50 positions by the end of the ...

Wealthbox aims to boost integrations in the advisor tech ecosystem to meet the needs of complex advisory firms. Credit: Miha Creative/Shutterstock. Wealthbox, a customer relationship management (CRM) ...

The Swiss government has proposed new capital norms, requiring UBS to increase its core capital by $26bn after its purchase ...

Scalable Capital, a German digital investment platform, has secured €155m ($175m) in a funding round led by Sofina and Noteus ...