Browsing Tag
Wealth management
81 posts
Paulson Capital acquires Orca Investment Management to boost investment advisory services
Paulson Capital Holding Company, LLC (Paulson), the parent entity to the esteemed Paulson Investment Company, LLC, has officially…
OneDigital bolsters financial advisory platform with WealthSource acquisition
In a significant move to expand its wealth management services, OneDigital Investment Advisors, a subsidiary of the leading…
Aon Plc announces $13.4bn acquisition of NFP to expand market reach
Aon plc (NYSE: AON), a global leader in professional services, has made a strategic move to acquire NFP,…
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…
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…
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…
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…
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…
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…
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…