Swiss banking giant UBS is reportedly seeking wider permit in the US, a market which it considers as important for growth.

SEI and Brown Advisory have selected the Advisors' Inner Circle Fund series trust to launch the Brown Advisory Flexible ...

French asset manager Amundi has acquired Aixigo, a German software solutions provider for financial institutions, in a €149m ...

L&G targets operating profits between £500m and £600m by 2028 for its asset management business. Credit: Dreaming ...

US-based Dynasty Financial Partners has launched its Model Select programme, an initiative to assist independent registered ...

Xapo Bank is offering a Bitcoin Beneficiary Solution for Safe Legacy Administration. The beneficiary’s solution, which allows ...

EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...

ESG is an increasingly crucial consideration for insurers. Smart data management is essential to proving ESG credentials.

US RIA Steward Partners has introduced G2G Wealth Management, a hybrid team that will oversee around $377m in client assets.

The importance of ESG investing compared to achieving the highest possible returns has been declining since 2021 across both ...

Financial services firms are increasingly relying on artificial intelligence (AI) to drive growth and transform customer ...