All articles by Satarupa Bhowmik
Satarupa Bhowmik
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.
Franklin Templeton hires global COO for wealth alternatives
George Stephan’s responsibilities will include overseeing product innovation in alternative investments.
Sequoia buys South Carolina RIA Family Asset Management
The acquisition, whose financial terms remain undisclosed, expands Sequoia Financial’s footprint in the Southeast.
Clearwater Analytics, Snowflake enter data partnership
The collaboration will integrate Clearwater Analytics’ data with Snowflake’s AI Data Cloud.
Standard Chartered plans to double wealth investment
Over the next five years, the bank will invest about $1.5bn in developing wealth solutions, enhance advisory, among others.
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Alvarez & Marsal launches RIA for ultra-HNW clients
AMPWP will offer investment advice, wealth planning, as well as family office services.
Goldman Sachs, GeoWealth team up to enhance HNW investor options
Goldman Sachs will create open-architecture custom models that embody the RIAs’ investment perspectives and choices.
CogniCor expands Wealth Co-Pilot platform
Insight Engine allows users to leverage all of the platform’s data to provide tailored financial solutions on a large scale.
Uptiq launches new enterprise AI platform for wealth managers, banks
Uptiq’s platform offers a suite of pre-packaged agents to support financial advisors, loan officers, and back-office staff.
Lovell Minnick invests in US wealth manager Americana Partners
LMP marks the first outside institutional investor for Americana, which manages over $8.5bn in assets.