US-based Dynasty Financial Partners has launched its Model Select programme, an initiative to assist independent registered ...

Xapo Bank is offering a Bitcoin Beneficiary Solution for Safe Legacy Administration. The beneficiary’s solution, which allows ...

EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...

ESG is an increasingly crucial consideration for insurers. Smart data management is essential to proving ESG credentials.

Financial services firms are increasingly relying on artificial intelligence (AI) to drive growth and transform customer ...

US RIA Steward Partners has introduced G2G Wealth Management, a hybrid team that will oversee around $377m in client assets.

The importance of ESG investing compared to achieving the highest possible returns has been declining since 2021 across both ...

Waverly Advisors has bolstered its Ohio footprint with the purchase of investment advisory business Buckingham Advisors.

The Goldman Sachs Group has developed a family office platform that provides simplicity, choice, and flexibility to its ...

HSBC Qianhai Securities has launched its margin financing business for HNW and UHNW customers in mainland China.

LGT Crestone has agreed to acquire Commonwealth Private Advice, the personal advice division of the Commonwealth Bank of ...

The promotion comes as the company consolidates its Portfolio Management, Chief Investment Office, and Economic Research ...