All articles by Satarupa Bhowmik
Satarupa Bhowmik
Dynasty launches Model Select programme to aid RIAs
The programme is designed to streamline the asset transfer process with automated, tax-smart transitions.
Captrust acquires $5bn RIA Boston Financial Management
BFM becomes the sixth firm in the state to join Captrust over the past five years.
US RIA EP Wealth Advisors appoints new COO
Bernal will lead EP Wealth’s wealth advisory, investments, marketing, and wealth management services teams.
Steward Partners launches G2G Wealth Management
The G2G Wealth Management team includes father-son advisors Zach and Barry Berg.
Syz Capital names new business development and investor relations head
Nitschke will oversee business development, capital raising, investor relations, and communication strategies.
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Wealth-tech Zeplyn lands $3m seed investment
Zeplyn’s AI Meeting Assistant for wealth management turns conversations into precise notes.
Mercer Advisors adds around $1.7bn in assets with double deal
Chapel & Collins manages about $675m in assets, and Waypoint Capital Advisors manages nearly $1bn in assets for UHNW.
Waverly Advisors acquires Ohio RIA Buckingham Advisors
With the acquisition of Buckingham Advisors, Waverly Advisors adds $900m in assets to its books.
DWS Group appoints new global CIO
In the new role, Vedda replaces Björn Jesch, who quit the company by mutual agreement.
Osaic expands with Nova Wealth acquisition
Nova Wealth, which has $180m in client assets under administration, helps in creating specialised retirement income plans.