All articles by Satarupa Bhowmik
Satarupa Bhowmik
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.
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.
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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.