CI Wealth adopts Conquest’s AI financial planning platform
North America
Alaris launches AI matchmaking platform for RIA M&A
The platform boosts M&A success by prioritising cultural and financial compatibility.
Captrust acquires Carolinas Investment Consulting
Composition Wealth acquires two Seattle wealth management firms
Unique raises $30m to accelerate AI innovation for financial services
Citi names new North America private bank head
Robertson Stephens launches family office for ultra-high-net-worth clients
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
