Security Bank, a premier Makati-based private universal bank in the Philippines, has embarked on a significant digital transformation journey by partnering with Avaloq, a global leader in wealth management technology and software. This strategic alliance aims to revolutionize Security Bank’s wealth management business through the deployment of the Avaloq Core Platform and the Relationship Manager […]
Private Advisor Group, recognized as one of the leading and fastest-growing independent wealth management firms in the United States, has officially announced the integration of Poterack Capital Advisory into its advisor community. This partnership marks a significant addition to Private Advisor Group’s network, with Poterack Capital Advisory overseeing assets worth over $120 million. Led by […]
Paulson Capital Holding Company, LLC (Paulson), the parent entity to the esteemed Paulson Investment Company, LLC, has officially announced its acquisition of Orca Investment Management, LLC (Orca), marking a significant expansion in its investment advisory domain. This acquisition heralds a new era for both entities, headquartered in Portland, Oregon, with Orca now operating as a […]
In a significant move to expand its wealth management services, OneDigital Investment Advisors, a subsidiary of the leading insurance brokerage, financial services, and HR consulting firm OneDigital, announced the acquisition of WealthSource Partners. This transaction marks a substantial increase in OneDigital’s assets under management, adding approximately $1.3 billion in wealth management advisory assets to its […]
Aon plc (NYSE: AON), a global leader in professional services, has made a strategic move to acquire NFP, a prominent middle market property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. The deal, valued at an estimated $13.4 billion, will be funded through $7 billion in cash and $6.4 billion in Aon […]
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 Bellevue, Washington, Trutina Financial is a prominent player in the financial advisory sector, overseeing more than $1.1 billion in assets across a diverse range of institutional and individual clients. The […]
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 leading wealth management firm in India. This launch marks the first implementation of IntellectAI’s Indian Wealth Stack by an independent, top-tier wealth management provider in the Indian market, confirming its […]
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 Dial Asset Management Limited. This decisive step came to fruition post the green light from both the FCA and Indian regulatory authorities, marking a major milestone for AssetCo. In the […]
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 South Florida. The Coral Gables office, located in the heart of the city at The Plaza, a new landmark location, will house over 25 investment professionals and Insigneo staff, focusing […]
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 return methodologies in the wealth management community, offering innovative solutions to professionals in need of enhanced risk management strategies amid an elevated-risk environment. Renowned for managing assets for institutions, individual […]