On the platforms of Fidelity and Schwab, Strive Asset Management is branching into direct indexing. Strive Asset Management ...

Western Canada-based ATB Financial has closed the acquisition of BCV Asset Management, a Manitoba-based portfolio management ...

After a thorough overhaul, Green Wealth Partners has successfully changed its name to LeoVest Partners. A collection of ...

Deutsche Bank has contributed to Partior’s Series B funding round as a strategic investor, increasing the total investment to ...

Deutsche Bank Securities Services has renewed its collaboration with fintech company SimCorp, extending a relationship that ...

Range’s new funding will drive growth, through product development and expansion of its engineering teams. Credit: ...

Bain Capital has concluded the acquisition of Envestnet, a wealth solutions provider, in a deal valuing the business at ...

Nexus, an integrated platform powered by a single "golden source of information," has been introduced by FE fundinfo.

In order to enable more individuals from all across the UK, Hargreaves Lansdown has introduced a VCT online service.

Tavistock has acquired Alpha Beta Partners (ABP), a London and Bath-based asset management company with nearly £3bn ...

Citi Wealth has appointed Kate Moore as chief investment officer, effective February 2025. Moore will report directly to Andy Sieg, head of wealth, as she assumes a pivotal role in shaping the ...