wealth management

Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, announced the appointment of Anshul Sharma as chief investment officer (“CIO”)....

Artificial intelligence (AI) is one of the new technologies that the banking and financial services industry has been implementing to improve its services in...

Cerity Partners, a leading independent wealth management firm in the U.S., announced its plans to merge with Graypoint, an Albany, NY–based financial advisory firm....

Dynasty Financial Partners, a champion of the independent wealth management movement, announced the launch of Dynasty Labs, a dedicated innovation arm that applies artificial...

Corient, one of the largest and fastest-growing national wealth advisors in the U.S., announced the addition of Stonehage Fleming, one of the world’s leading...

F2 Strategy, a leading wealth management technology and marketing services company, announced its acquisition of Aliter Investment Services, a Boston-based professional services firm specializing...

Merit Financial Advisors, an Atlanta-based, rapidly growing national wealth management firm with $19.94 billion in assets under advisement, including $14.06 billion in advisory, $2.6 billion in brokerage assets, $3.28 billion in retirement...

PureFacts Financial Solutions has announced an expanded collaboration with BNY Pershing, positioning itself as the exclusive provider of revenue management, fee billing, and advisor...