MetLife Investment Management (MIM), the institutional asset management business of US insurance giant MetLife, has agreed to ...
Pulse360, a provider of wealth management solutions, and software company Holistiplan have unveiled Dynamic SmartFields, a ...
Wealth management firm Focus Financial has announced merger of its partner firms Brownlie & Braden and Prairie Capital ...
BNP Paribas Cardif, part of French banking group BNP Paribas, has entered a share purchase agreement to acquire AXA’s asset ...
The European Central Bank (ECB) has approved BBVA’s proposed acquisition of Banco Sabadell, marking a critical milestone in the merger of two major Spanish banks. BBVA Chair Carlos Torres Vila hailed ...
InvestCloud has introduced Private Markets Account (PMA), a new private-markets account offering intended to simplify ...
Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment ...
American private equity house TA Associates has agreed to invest in New Zealand-based wealth management company Craigs ...
New Jersey-based investment advisory firm Summit Financial (Summit) has picked a minority stake in North Carolina-based ...
Private markets are looking to be a booming part of the wealth management sector in 2025, while private equities seem to be making a comeback. What is the best best? PBI asks the experts. 2024 has ...
Wealth management Titan Wealth has acquired Independent Wealth Planners (IWP), a UK financial planning provider, subject to ...
Financial services professionals worldwide are bracing for a significant boost in bonuses in 2025, with an average expected ...