Tag archive for ‘Wealth management’
By businessnewstoday On Wednesday, July 29th, 2020
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India neobank Niyo acquires Goalwise mutual funds investment platform

(adsbygoogle = window.adsbygoogle || []).push({}); Niyo, an Indian digital-only bank, has acquired Goalwise, a mutual funds investment platform, for an undisclosed price, in a move to grow its product More...

By businessnewstoday On Wednesday, July 1st, 2020
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Lion Street acquires Mercury Financial to expand in institutional market

Lion Street, a Texas-based financial services company, has acquired Mercury Financial Group, a provider of wealth planning and insurance solutions to financial advisors for high net worth clients, for an undisclosed More...

By businessnewstoday On Wednesday, June 17th, 2020
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Mather Group acquires financial advisory firm Resource Advisory Services

The Mather Group (TMG), a US wealth management firm, has acquired Resource Advisory Services, a Tennessee-based financial advisory firm for an undisclosed price, in a move to expand its footprint in the southeast More...

By businessnewstoday On Wednesday, May 13th, 2020
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Commonwealth Bank of Australia to sell 55% stake in Colonial First State to KKR

Commonwealth Bank of Australia (CBA) has signed a deal to sell a 55% stake in Australian wealth management group Colonial First State (CFS) to global investment firm KKR for about AUD 1.7 billion ($1.1 billion). Established More...

By Soujanya Ravi On Sunday, January 5th, 2020
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Advisor Group to acquire Ladenburg Thalmann Financial Services for $1.3bn

Advisor Group acquisition of Ladenburg Thalmann : Advisor Group, a US wealth management company, has agreed to acquire Ladenburg Thalmann Financial Services, a publicly-traded diversified financial services company, More...

By businessnewstoday On Monday, December 16th, 2019
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Ant Financial, Vanguard create JV for investment advisory services in China

Ant Financial Services, a Chinese fintech company owned by Alibaba Group, has created a joint venture (JV) with The Vanguard Group, a US asset management company to offer retail investment advisory services in China. The More...

By businessnewstoday On Monday, September 23rd, 2019
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Hub International acquires Perennial Pension and Wealth

Global insurance brokerage Hub International has acquired the assets of Perennial Pension and Wealth, an independent financial services company, for an undisclosed price, as per the latest insurance acquisition More...