Tag:
wealth management
News
Stirlingshire Unveils Exclusive Preview of Stirling One AI-Native Wealth Platform
Wealth management firm Stirlingshire Investments has announced the launch of an invitation-only operating platform preview, offering private, exclusive demonstrations of its new AI-native platform,...
Investment and Budget Allocation
BetaNXT and CAIS Unite to Streamline Alternative Investment Workflows
BetaNXT, a prominent provider of wealth management technology solutions featuring real-time data capabilities and artificial intelligence innovation, has entered into a strategic partnership with...
News
Bartholomew & Company Establishes Independent Hybrid RIA Structure to Support $6B in Assets
Independent wealth management firm Bartholomew & Company has transitioned into an independent hybrid Registered Investment Advisor (RIA) to manage approximately $6 billion in client...
Investment and Budget Allocation
ING Invests in Singular Bank to Grow Wealth Management in Spain
ING has announced a strategic investment in Singular Bank, Spain’s leading independent wealth manager, to significantly accelerate its growth in the private banking and...
News
Cerity Partners Enters Oregon With Cordant Wealth Partners Merger
Cerity Partners, a top independent national wealth management and financial advisory firm, has made public that they have decided to merge with Cordant Wealth...
News
Wealth Enhancement Strengthens Advisory Business With Kaminsky-Silverman Acquisition
Wealth Enhancement, a leading national independent wealth management firm, has announced a definitive agreement to acquire the Kaminsky-Silverman Group of Shufro Rose in New...
Investment and Budget Allocation
Coastal Bridge Advisors, Waddell & Associates, and One Charles Form Combined Wealth Firm
Coastal Bridge Advisors (CBA), Waddell & Associates (W&A), and One Charles Private Wealth have merged strategically and have become one firm in the wealth...
News
Objectway Acquires FNZ’s Swiss Private Banking Technology Business to Expand Pan-European Presence
Objectway, a global wealthtech partner, has declared the purchase of FNZ Switzerland SA , the Swiss private banking technology business of FNZ. This move...
