All articles by Satarupa Bhowmik

Orion concludes acquisition of Summit Wealth Systems

Reed Colley, co-founder and CEO of Summit Wealth Systems, becomes president of Orion Advisor Technology.

Treehouse Wealth Advisors merges with The Humphreys Group

The merged organisation will retain the Treehouse Wealth Advisors name, with offices in Walnut Creek and San Francisco, US.

Deutsche Bank aims to boost fixed income trading in Americas

Ram Nayak, co-head of Deutsche Bank’s investment bank, has announced a goal to boost fixed income revenue by 20% from 2023 to 2027.

Cosmea Financial gets SEBI nod to expand into mutual fund market

SEBI launches new regulatory framework for passive mutual funds

The initiative simplifies entry, attracts new players, and reduces compliance burdens in the sector.

Bajaj Finserv Asset Management unveils new Gilt Fund

The open-ended debt scheme is designed with relatively high interest rate risk and low credit risk in mind.

India’s Choice International gains SEBI nod for mutual fund business

The company will establish an Asset Management Company and a Trustee Company.

M&G initiates legal action against Royal London over risky investments

M&G is now seeking at least £27m in damages along with interest from Royal London.

MetLife signs deal to acquire asset manager PineBridge

The deal consideration includes $800m cash at closing, and another $400m contingent on future financial and earnout targets.

Pulse360 introduces Dynamic SmartFields to enhance advisor efficiency

The new offering allows advisors to integrate critical client data from third-party applications into client documents.