Connecticut-based RIA Apella Wealth has acquired Iowa-based peer Iron Horse Wealth Management for an undisclosed sum.

PGIM is merging its public fixed-income and private-credit teams to form a unit with nearly $1tn in assets, reported ...

CFM Indosuez strikes deal to absorb BNP Paribas’s Monaco wealth clients, reinforcing its dominance in the Principality’s ...

Allworth said the deal, enhances its investment capabilities and strengthens its presence in the Midwest region. Credit: Pro.Sto/Shutterstock. Allworth Financial, a US-based investment advisory firm, ...

Northern Trust has announced its plans to remain an independent entity following reports of a potential merger with Bank of ...

Tradeweb, DRW, Goldman Sachs, and other major players back expansion of Canton Network as blockchain adoption gains momentum ...

Bank of New York Mellon (BNY) approached Northern Trust to discuss a potential merger, reported The Wall Street Journal.

Conquest Planning has secured $80m in Series B funding to expand its artificial intelligence (AI)-powered financial planning ...

HSBC has announced the appointment of Ishan Sarkar as the new head of wealth and premier solutions (WPS) for Singapore.

The strategic alliance will support SMEs entering six Asian markets, combining banking expertise with international expansion ...

Wealthfront, a digital wealth management company, has confidentially filed for a US initial public offering (IPO).

US company Elevation Point has made an investment in Family Office Partners, a newly launched independent wealth management ...