Browsing Tag
Wealth management
81 posts
Sequoia Financial to acquire financial advisory firm Zeke Capital Advisors
Sequoia Financial Group announced it signed an agreement to acquire Zeke Capital Advisors, a financial advisory firm located…
Tata Consultancy Services helps Taiwan’s CTBC Bank in digital transformation
Tata Consultancy Services (TCS) said that Taiwan-based CTBC Bank has chosen TCS BaNCS for Banking and Wealth Management…
Carson Group acquires wealth management firm Northface Capital Holdings
Nebraska-based Carson Group has acquired Northface Capital Holdings, a financial planning and wealth management firm, for an undisclosed…
Envestnet taps TCS to scale Bangalore-based data and analytics business
Envestnet, a US-based provider of intelligent systems for wealth management and financial wellness, has entered into a partnership…
Citigroup Q2 2022 net income down by 27% to $4.5bn
Citigroup Q2 2022 results : Citigroup has reported a net income of $4.5 billion for the second quarter…
HUB International acquires Pennsylvania-based Heritage Wealth Management
HUB International said that it has acquired the assets of Heritage Wealth Management Group, a Pennsylvania-based financial services…
Clime Investment Management acquires MTIS Wealth Management and ISAS
Clime Investment Management Limited (CIW), an Australian investment advice company, said that its board has reached an agreement…
HCL Technologies to acquire Switzerland-based Confinale for $54m
HCL Technologies said that its fully-owned subsidiary — HCL Technologies UK Limited, has agreed to acquire Confinale AG,…
Wealth management firm FNZ raises $1.4bn from CPP and Motive Partners
FNZ, a New Zealand-based wealth management platform, has raised $1.4 billion in new equity funding from Canada Pension…
Bluespring Wealth buys wealth management firm Security Financial Management
Bluespring Wealth Partners, a subsidiary of Kestra Holdings, has acquired Security Financial Management, a wealth management advisor in…