All articles by Satarupa Bhowmik
Satarupa Bhowmik
Advanta Solutions acquires City Financial Planning
The deal, whose financial terms remain undisclosed, expands Advanta Solutions’ AUM by £800m.
Miracle Mile Advisors launches new Chicago office
The new office will cater to the city’s burgeoning tech community, offering customised wealth management services.
Insigneo expands team with appointment of ex-Merrill Lynch executive
Diaz’s career started in Santiago, Chile, working with financial institutions such as Banco Penta and Banco BICE.
Liechtenstein’s VP Bank names new CEO
Urs Monstein has been named as VP Bank Group CEO after serving as the interim Group CEO since May 2024.
EP Wealth Advisors expands US presence with double deal
With the acquisition of Gather Financial Planning and Riley Private Client, EP Wealth Advisors adds over $240m to its AUM.
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Focus partner firms GYL Financial, Colony merge operations
The merger is expected to expand The Colony Group’s assets and capabilities in wealth management services.
Aspen Standard Wealth buys San Francisco RIA Summitry
The acquisition adds $2.8bn in AUM to Aspen Standard Wealth’s portfolio.
Focus Financial Partners to acquire Homan Wealth Advisors
The acquisition will expand the Focus Financial Partners’ Buckingham Strategic Wealth and Colony Group entity.
Broadridge wraps up Kyndryl’s Securities Industry Services acquisition
The platform provides wealth management and capital markets software solutions to financial services firms.
B. Riley Financial to divest part of wealth management business to Stifel
The agreement excludes B. Riley’s about 190 independent advisors and 90 tax professionals.