Tag: Wealth management
CAPTRUST Financial Advisors expands with acquisition of Trutina Financial
In a strategic move that marks a significant expansion, CAPTRUST Financial Advisors has announced the addition of Trutina Financial to its growing portfolio. Based in ... Read More
IntellectAI revolutionizes Indian wealth market with Wealth Qube launch
IntellectAI, the WealthTech and InsurTech arm of Intellect Design Arenas, has announced the successful deployment of its digital wealth management platform, Wealth Qube, at a ... Read More
AssetCo acquires Ocean Dial Asset Management: A new chapter in asset and wealth management
In a significant move for the wealth management industry, AssetCo (AIM: ASTO), a trailblazing asset and wealth management company, announced its successful acquisition of Ocean ... Read More
Insigneo reinforces commitment to South Florida with new Coral Gables office
Insigneo, an American financial services firm, has inaugurated its new office in Coral Gables, underlining its dedication to the growing community of investment professionals in ... Read More
Morgan Dempsey Capital partners with Merchant for risk-adjusted return methodologies
Morgan Dempsey Capital, an asset management firm with $600M AUM, today announced its collaboration with Merchant. The partnership aims to accelerate the adoption of risk-adjusted ... Read More
Hub International acquires Golden Corner Wealth Advisors in South Carolina
In an expansion move, global insurance brokerage and financial services firm Hub International Limited has acquired the assets of Golden Green, Inc., known as Golden ... Read More
Edelweiss Financial one step closer to listing Nuvama Wealth Management
Edelweiss Financial Services Ltd (EFSL), an Indian investment and financial services company, has secured approval from its shareholders for the previously announced demerger of its ... Read More
Sequoia Financial to acquire financial advisory firm Zeke Capital Advisors
Sequoia Financial Group announced it signed an agreement to acquire Zeke Capital Advisors, a financial advisory firm located in Pennsylvania for an undisclosed price. The ... Read More
Tata Consultancy Services helps Taiwan’s CTBC Bank in digital transformation
Tata Consultancy Services (TCS) said that Taiwan-based CTBC Bank has chosen TCS BaNCS for Banking and Wealth Management for the digital transformation of its business ... Read More
Carson Group acquires wealth management firm Northface Capital Holdings
Nebraska-based Carson Group has acquired Northface Capital Holdings, a financial planning and wealth management firm, for an undisclosed price. Based in Massachusetts, Northface Capital Holdings ... Read More