We use them to give you the best experience. If you continue using our website, we'll assume that you are happy to receive all cookies on this website.
ContinueLearn More
WBI Investments, Inc., a leading provider of wealth-building strategies targeting an optimal blend of bear market protection and bull market return, today announced that it will close and liquidate two exchange-traded funds with plans to launch additional funds of the Absolute Shares Trust.
US-based Nationwide has collaborated with Supernova Lending to provide enhanced wealth management lending solutions to firms and financial advisors.
Macquarie Investment Management has agreed to acquire $12.3bn worth assets of First Investors mutual funds managed by Foresters Financial.
Banking has a long tradition in European society, and today there remain two institutions that boast claims to be the oldest bank in the world
Wealth Enhancement Group, an independent wealth management firm that oversees $10.4 billion in client assets, today announced that it has signed a definitive agreement to acquire Wiley Group, an independent financial advisory practice located in West Conshohocken, PA.
A round-up of the latest fintech investment during March 2025, including the like of Chime, Stash, Ellevest, PayIt and Rewire
Pintec Technology Holdings has provided support to the Bank of Nanjing for the development of a new-generation digital wealth management solution.
Onex has agreed to acquire 100% shares of Toronto, Canada-based wealth management firm Gluskin Sheff + Associates (Gluskin Sheff) for C$445m ($331.5m).
Canada-based Canaccord Genuity Group has agreed to acquire Thomas Miller Wealth Management (TMWML) and Thomas Miller Investment (Isle of Man) for a price of up to C$48.6m (£28m).
Philadelphia-based wealth management firm Janney Montgomery Scott has agreed to acquire FIG Partners, an Atlanta-based investment banking research firm, for an undisclosed amount.
