All articles by Satarupa Bhowmik
Satarupa Bhowmik
Captrust acquires Carolinas Investment Consulting
CIC is an investment consulting and financial planning firm that manages over $1.4bn in assets.
Wealthtech firm Osaic integrates Jump and Zocks AI platforms
Jump is said to help the wealthtech enhance compliance and alleviate administrative load.
Goldman Sachs to lay off 1,300 in annual review
In 2023, Goldman Sachs cut jobs in multiple rounds amid sluggish dealmaking and losses in its consumer business.
Advisor360° launches new CRM solution for independent RIAs
Tandem is a multi-custodial platform with advanced reporting, secure document management, financial planning integrations, and a modern client portal.
EP Wealth Advisors acquires The Holben Group in Denver
Holben Group founder Jeffrey Holben and Clinton Demming will join EP Wealth as VP, advisor, and partner.
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Composition Wealth acquires two Seattle wealth management firms
The acquisitions of these firms increase Composition Wealth’s total client assets to $8.6bn.
ING to purchase 17.6% stake in Van Lanschot Kempen
ING will increase its stake in Van Lanschot Kempen to 20.3% from 2.7% through the acquisition.
BlackRock completes purchase of private markets specialist Preqin
Preqin provides data solutions for private markets to over 220,000 users, such as asset managers and banks.
HSBC to cut headcount by almost half at China digital wealth unit
The downsizing will be done through layoffs, natural attrition, and reassignments within HSBC’s operations in China.
Aquiline to buy SEI’s Family Office Services business for $120m
Family Office Services staff from SEI’s offices in Indianapolis, Denver, and Oaks will join Aquiline.