All articles by Satarupa Bhowmik
Satarupa Bhowmik
CI Wealth adopts Conquest’s AI financial planning platform
The partnership equips CI Wealth advisors with tools for personalised financial advice.
AI advisory tech provider Zocks raises $13.8m in Series A funding
The funding will support Zocks’ product development, team expansion, and market penetration plans.
Schroders targets £150m cost savings in strategy update
The firm’s strategy will focus on four areas, which includes ensuring effective utilisation of resources and capital.
Captrust acquires Carolinas Investment Consulting
CIC is an investment consulting and financial planning firm that manages over $1.4bn in assets.
Wealthtech firm Osaic integrates Jump and Zocks AI platforms
Jump is said to help the wealthtech enhance compliance and alleviate administrative load.
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Goldman Sachs to lay off 1,300 in annual review
In 2023, Goldman Sachs cut jobs in multiple rounds amid sluggish dealmaking and losses in its consumer business.
Advisor360° launches new CRM solution for independent RIAs
Tandem is a multi-custodial platform with advanced reporting, secure document management, financial planning integrations, and a modern client portal.
EP Wealth Advisors acquires The Holben Group in Denver
Holben Group founder Jeffrey Holben and Clinton Demming will join EP Wealth as VP, advisor, and partner.
Composition Wealth acquires two Seattle wealth management firms
The acquisitions of these firms increase Composition Wealth’s total client assets to $8.6bn.
ING to purchase 17.6% stake in Van Lanschot Kempen
ING will increase its stake in Van Lanschot Kempen to 20.3% from 2.7% through the acquisition.