North America

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IDB Bank appoints new New York private banking and wealth management head

Christian Rocchio will focus on driving strategic growth, enhancing client success, and expanding IDB's wealth management services.

Shivam Mishra

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Nuveen reportedly mulling stake sale in $78bn private-capital unit

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J.C. Flowers invests in Canada’s Infinite Investment Systems

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Titan Wealth acquires Jersey advisory firm Advisa

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OneDigital invests in Canadian wealth manager PWL Capital

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Kirkland & Ellis emerges North America’s top M&A legal adviser in 2024

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Goldman Sachs, Houlihan Lokey lead North American M&A advisers in 2024

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BlackRock records profit of $1.67bn in Q4 2024

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Advisor360° takes over Gen AI tech firm Parrot AI

Satarupa Bhowmik

News

Elevation Point picks stake in Michigan RIA Stonebrook Private

Satarupa Bhowmik

News

Mariner adds $1bn in assets with three acquisitions

Satarupa Bhowmik

News

Wealth Enhancement acquires Ohio RIA Danison & Associates

Satarupa Bhowmik

News

First American Bank taps InvestCloud to enhance digital wealth platform

Satarupa Bhowmik

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EP Wealth acquires Michigan’s Executive Wealth Management

Satarupa Bhowmik

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MetLife signs deal to acquire asset manager PineBridge

Satarupa Bhowmik

News

Pulse360 introduces Dynamic SmartFields to enhance advisor efficiency

Satarupa Bhowmik

News

Edward Jones, Osaic, Cambridge to pay $8.2m restitution for excess charges

Satarupa Bhowmik

News

Focus partner firms Brownlie & Braden and Prairie Capital merge

Satarupa Bhowmik

News

BNP Paribas enters deal to acquire AXAInvestment Managers

Satarupa Bhowmik

News

InvestCloud unveils private-markets account offering

Satarupa Bhowmik

News

Orion enters deal to buy wealthtech Summit Wealth Systems

Satarupa Bhowmik

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Summit makes minority investment in Gordon Asset Management

Satarupa Bhowmik

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Captrust Financial Advisors expands with two RIA acquisitions

Verdict Staff Writer

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Waverly Advisors expands in US with Planning Capital Management

Satarupa Bhowmik

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Merit Financial Advisors acquires Oregon’s Roth Asset Management

Satarupa Bhowmik

News

JBWere teams up with UBS to roll out fixed income funds

Satarupa Bhowmik

News

Homrich Berg to acquire Maryland RIA WMS Partners

Satarupa Bhowmik

News

SEI enhances tax-smart investing with LifeYield acquisition

Satarupa Bhowmik

News

Dynasty Financial Partners enters alliance with Nasdaq Private Market

Satarupa Bhowmik

News

Miracle Mile expands with addition of Maryland’s Offit Advisors

Satarupa Bhowmik

News

BlackRock seals $12bn deal to buy HPS Investment Partners

Satarupa Bhowmik

News

Independent Advisor Solutions forges alliance with Goldman Sachs

Satarupa Bhowmik

News

ATB Financial finalises acquisition of BCV Asset Management

Satarupa Bhowmik

News

AI-powered wealthtech Range secures $28m in Series B funding

Satarupa Bhowmik

News

Mubadala seals deal to take Canada’s CI Financial private

Satarupa Bhowmik

News

Banca Investis launches Gen AI-driven investment advisory app

Satarupa Bhowmik

News

MAG Wealth Management takes over Ovation Wealth Advisors

Satarupa Bhowmik

News

Goldman Sachs to explore spin off GS DAP technology

Satarupa Bhowmik

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IDB Bank appoints new New York private banking and wealth management head

Nuveen reportedly mulling stake sale in $78bn private-capital unit

J.C. Flowers invests in Canada’s Infinite Investment Systems

Advisor360° takes over Gen AI tech firm Parrot AI

Elevation Point picks stake in Michigan RIA Stonebrook Private

Mariner adds $1bn in assets with three acquisitions

Wealth Enhancement acquires Ohio RIA Danison & Associates

First American Bank taps InvestCloud to enhance digital wealth platform

EP Wealth acquires Michigan’s Executive Wealth Management

MetLife signs deal to acquire asset manager PineBridge

Pulse360 introduces Dynamic SmartFields to enhance advisor efficiency

Edward Jones, Osaic, Cambridge to pay $8.2m restitution for excess charges

Focus partner firms Brownlie & Braden and Prairie Capital merge

BNP Paribas enters deal to acquire AXAInvestment Managers

InvestCloud unveils private-markets account offering

Orion enters deal to buy wealthtech Summit Wealth Systems

Summit makes minority investment in Gordon Asset Management

Captrust Financial Advisors expands with two RIA acquisitions

Waverly Advisors expands in US with Planning Capital Management

Merit Financial Advisors acquires Oregon’s Roth Asset Management

JBWere teams up with UBS to roll out fixed income funds

Homrich Berg to acquire Maryland RIA WMS Partners

SEI enhances tax-smart investing with LifeYield acquisition

Dynasty Financial Partners enters alliance with Nasdaq Private Market

Miracle Mile expands with addition of Maryland’s Offit Advisors

BlackRock seals $12bn deal to buy HPS Investment Partners

Independent Advisor Solutions forges alliance with Goldman Sachs

ATB Financial finalises acquisition of BCV Asset Management

AI-powered wealthtech Range secures $28m in Series B funding

Mubadala seals deal to take Canada’s CI Financial private

Banca Investis launches Gen AI-driven investment advisory app

MAG Wealth Management takes over Ovation Wealth Advisors

Goldman Sachs to explore spin off GS DAP technology

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