All articles by Satarupa Bhowmik
Satarupa Bhowmik
Robinhood to buy portfolio management platform TradePMR for $300m
TradePMR, with over 25 years of industry experience, has more than $40bn in assets under administration.
Goldman Sachs to explore spin off GS DAP technology
Goldman Sachs’ Digital Assets unit developed the GS DAP platform to serve digital capital market participants.
UBS targets US banking licence expansion
This move is expected to simplify UBS’s ability to offer loans and accept deposits nationwide.
Westwood, OneVest forge wealth management technology alliance
The integration of OneVest’s technology will empower Westwood’s private wealth advisors with a streamlined digital experience, minimising administrative tasks.
Amundi buys German financial software provider Aixigo for €149m
Aixigo serves more than 20 clients, including top international financial institutions that manage over €1tn in assets.
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AZ NGA expand advisory network with StrategyOne acquisition
The acquisition forms part of AZ NGA’s strategy to partner with established advisory businesses.
Legal & General plans job cuts in asset management unit
The move could see retrenchment of up to 20 investment roles and several support positions.
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.