Kingswood U.S., a network of independent wealth management firms that oversees more than $15 billion in client assets globally, has acquired the Nashville, Tenn.-based Eudaimonia Partners and ...

Banco BTG Pactual SA, the biggest independent investment bank in Latin America, bought Miami-based multifamily office Greytown Advisors Inc. as part of its global expansion.

Gulf Capital Investment Company ‘InvestGB’ the wholly owned investment arm of Gulf Bank, has formed a strategic partnership ...

FusionIQ, a leader in the delivery of cloud-based wealth management solutions proudly announces its achievement of SOC 2 Type II compliance, a significant milestone in the company's ongoing commitment ...

Mehta, a tech veteran, was the executive director and chief business officer at Angel One from November 2022 to April 2024 ...

The region’s appeal is clear in the numbers: There are trillions of dollars in assets held by sovereign investors, while ...

With interest rates unlikely to return to previous ultra-low levels, the wealth management industry faces huge challenges.

Delivered daily. Enter your email in the box and click Sign Me Up. Head of Wealth Management, RWA Wealth Partners Steve Reder ...

Jennifer Valdes, a Certified Financial Planner and Founding Principal of Financial Designs Wealth Management highlights some ...

President Biden and former President Donald Trump don’t agree about much. Still, both are intrigued by the idea of a U.S.

Banks, traditionally focused on managing money, are now shifting their attention to life planning for high-net-worth clients ...