Mercer Global Advisors (Mercer Advisors) has taken over Gallatin, investment advisory company Financial Partners Group (FPG).

Julius Baer has announced 400 job cuts and shrunk its executive board in a cost-cutting push under new CEO Stefan Bollinger.

Jump, a provider of artificial intelligence (AI) solutions for financial advisors, has closed its Series A financing round, ...

Kestra Holdings has concluded its recapitalisation, with funds managed by private equity company Stone Point Capital ...

New Jersey-based RIA Summit Financial has picked a stake in Genex Consulting, a multi-family office headquartered in Kirkwood ...

Brooks Macdonald has announced that it has completed its acquisition of LIFT Financial Group and LIFT Invest. As at December ...

Fuel Ventures has spearheaded a £4m ($4.95m) investment round in wealth management platform Prosper, which caters ...

JPMorgan Private Bank has decided to expand Morgan Private Advisory, a move intended to provide holistic financial advisory ...

Sequoia has entered a deal to acquire Carlson Capital Management (CCM), a Minnesota-based wealth manager, for an undisclosed ...

Wells Fargo has announced the upcoming retirement of Jon Weiss, the co-CEO of corporate and investment banking (CIB).

LGT has strategically partnered with UK-based NatureAlpha to integrate modern scientific data into its investment decision-making process.