All articles by Satarupa Bhowmik
Satarupa Bhowmik
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.
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.
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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.
Steward Partners launches G2G Wealth Management
The G2G Wealth Management team includes father-son advisors Zach and Barry Berg.
Syz Capital names new business development and investor relations head
Nitschke will oversee business development, capital raising, investor relations, and communication strategies.
Wealth-tech Zeplyn lands $3m seed investment
Zeplyn’s AI Meeting Assistant for wealth management turns conversations into precise notes.