Browsing Tag
Wealth management
82 posts
Avantax acquires GA Investment Management to enhance wealth management services
Avantax Inc., a premier tax-focused financial planning and wealth management firm, has acquired GA Investment Management (GA), an…
Sanctuary Wealth partners with tru Independence to redefine wealth management landscape
Sanctuary Wealth, renowned for supporting a new generation of elite financial advisors, has announced the strategic acquisition of…
BIP Wealth expands with acquisition of The Money Advisor Group
BIP Wealth, a top-ranked Atlanta-based Registered Investment Advisor (RIA), has announced its acquisition of The Money Advisor Group,…
Wealth Enhancement Group expands with acquisition of Lynch Retirement Investment Group
Wealth Enhancement Group, an independent national wealth management firm overseeing more than $81.9 billion in client assets, has…
SEI enhances wealth management with multi-custody data integration
SEI (NASDAQ:SEIC) has announced an enhancement for U.S. wealth managers utilizing the SEI Wealth PlatformSM (SWP), offering an…
Brown Brothers Harriman & Co. expands wealth management and multi-family office team in Houston
Brown Brothers Harriman & Co. (BBH), a leading privately held financial institution, announced a significant enhancement to its…
WealthWise Financial Services expands in Texas with strategic acquisition
WealthWise Financial Services, renowned for its integrative wealth management approach tailored to business owners, executives, and female investors,…
BlackRock to fully acquire SpiderRock Advisors to strengthen SMA capabilities
BlackRock, Inc. (NYSE: BLK), the world’s largest asset manager, announced its agreement to acquire the remaining equity interest…
Angel One makes strategic foray into private wealth management with new leadership
In a significant move that underscores the growing intersection of technology and finance, Angel One, one of India’s…
Security Bank partners with Avaloq to revolutionize wealth management in Philippines
Security Bank, a premier Makati-based private universal bank in the Philippines, has embarked on a significant digital transformation…