US-based wealth technology company Advisor360° has purchased generative AI technology provider Parrot AI for an undisclosed ...

Elevation Point, a company launched last year by ex-Sanctuary Wealth CEO Jim Dickson, has acquired a minority stake in ...

Goldman Sachs and Houlihan Lokey have emerged as the top mergers and acquisitions (M&A) financial advisers for 2024 by value ...

Kirkland & Ellis has emerged as the leading mergers and acquisitions (M&A) legal adviser, based on deal value and volume for ...

Global deal activity declines 6.7% in 2024 but resilience shines in some key markets, reveals GlobalData, publishers of RBI ...

Net revenue for the asset & wealth management arm of Goldman Sachs in 2024 was $16.14bn, 16% up on 2023. This was attributed ...

US-based wealth manager Mariner has expanded its national presence with the purchase of Cassady Schiller Wealth, Jenkins ...

As the markets enter 2025, private banks are looking at where, literally, to put their money. China? The US? Emerging markets ...

Bank of America agrees long-term sponsorship of the US soccer federation to become first official bank partner of all 27 US ...

GlobalData reveals its 2024 Financial and Legal Adviser League Tables, which rank advisers by the total value and volume of ...

Wealth Enhancement has acquired Danison & Associates, an independent registered investment advisor (RIA) headquartered in ...

Top 25 global banks post 27% increase in market cap in 2024, reveals GlobalData with Goldman Sachs and ABC both ahead by over ...