New family office “Five Eleven Partners” launches in US
United States
Docupace buys workflow management tech provider Hubly
The acquisition automates client onboarding, account opening, and tax preparation, saving Hubly's customers hours.
Americana Partners expands into California with Boulevard Family Wealth
Wealthtech firm Osaic integrates Jump and Zocks AI platforms
Goldman Sachs to lay off 1,300 in annual review
Advisor360° launches new CRM solution for independent RIAs
EP Wealth Advisors acquires The Holben Group in Denver
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