All articles by Satarupa Bhowmik
Satarupa Bhowmik
Perspective Financial expands with nine new acquisitions
The deals added four new offices in Stockbridge (Hampshire), Uckfield (East Sussex), and Grimsby and Waltham (Lincolnshire).
Kansas wealth manager NoxNumis joins Osaic network
NoxNumis oversees $450m in client assets and is led by partners John Toothaker and Ron Gabel.
Modern Wealth expands in California with two acquisitions
The acquisitions of Wade Financial Advisory and Planned Asset Management will increase Modern Wealth’s AUM to over $7bn.
Yieldstreet to introduce automated private markets investment platform
This platform aims to offer individual investors diversified access to private equity, credit, and real estate aligned with their financial goals.
UK’s FCA proposes overhaul of alternative asset management regime
The proposed changes seek to ease market entry, boost growth, enhance competition, and foster innovation in the sector.
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Waverly deepens Florida reach with Fiduciary Wealth Advisors purchase
FWA founder Scott Collins will become a partner and wealth advisor at Waverly Advisors.
Sustainable wealth manager EQ Investors weighs potential sale
John Spiers highlighted AI’s transformative impact and the drawbacks of charity ownership as key reasons for this move.
Wealthtech firm additiv opens new office in Manila, Philippines
The new office will help the company to strengthen its presence in the Asia-Pacific and support financial institutions in their digital transformation.
Calastone introduces blockchain fund distribution platform
The new solution connects traditional investment funds with blockchain networks like Ethereum, Polygon, and Canton.
Cook Wealth merges with Cerity Partners
The collaboration expands Cerity Partners’ wealth advisory services, including financial planning, investment management, and tax planning.