CI Wealth adopts Conquest’s AI financial planning platform
Financial Services
Bain and CC Capital increase Insignia buyout bids to $2.1bn
The proposals are subject to due diligence, board approval, a scheme implementation deed, among other conditions.
Schroders targets £150m cost savings in strategy update
Captrust acquires Carolinas Investment Consulting
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
