AI advisory tech provider Jump raises $20m in Series A round
United States
Mercer Advisors acquires Tennessee’s Financial Partners Group
The acquisition strengthens Mercer Advisors' Nashville presence and adds $660m in assets to its books.
Summit takes stake in Missouri multi-family office Genex Consulting
McKinsey explores divestment of in-house asset manager MIO Partners
Wells Fargo investment banking co-CEO Jon Weiss announces retirement
JP Morgan expands Morgan Private Advisory arm
Wealth-tech OneVest raises $20m in Series B financing
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