Mercer Global Advisors (Mercer Advisors) has taken over Gallatin, investment advisory company Financial Partners Group (FPG).

SCB Julius Baer, a joint venture between Siam Commercial Bank and Julius Baer, has named Adrian Mazenauer as its CEO, ...

Julius Baer has announced 400 job cuts and shrunk its executive board in a cost-cutting push under new CEO Stefan Bollinger.

Jump, a provider of artificial intelligence (AI) solutions for financial advisors, has closed its Series A financing round, ...

New Jersey-based RIA Summit Financial has picked a stake in Genex Consulting, a multi-family office headquartered in Kirkwood ...

Brooks Macdonald has announced that it has completed its acquisition of LIFT Financial Group and LIFT Invest. As at December ...

Fuel Ventures has spearheaded a £4m ($4.95m) investment round in wealth management platform Prosper, which caters ...

As the financial landscape evolves, wealth management firms must be at the forefront of navigating seismic shifts in client expectations, technological innovation, and sustainability. 2025 is set to ...

JPMorgan Private Bank has decided to expand Morgan Private Advisory, a move intended to provide holistic financial advisory ...

Wealth management technology provider OneVest has garnered $20m in a Series B equity financing round, spearheaded by ...