All articles by Vidhya Edwards Munnangi
Vidhya Edwards Munnangi
Merit buys Southern California wealth manager Bridgeway
Bridgeway manages about $900m in assets overall and is ledby long-time partners Matt Dupon, Sean Montgomery and Scott Miller.
Goldman Sachs to buy ETF manager NEOS in $2.25bn deal
Goldman Sachs said the transaction would add to its range of derivative-based ETF products.
Hightower to acquire Pennsylvania’s Valley Financial Group
The deal forms part of Hightower’s plan to widen the business through established advisory firms.
Doris Meister named CEO of Fiduciary Trust Company
Austin Shapard, who has led the firm for 12 years, will move into an advisory position.
F.N.B. expands family wealth services for UHNW clients
The new structure, operating as F.N.B. Private Family Wealth, is intended to address long-term and multigenerational financial planning needs.
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True Potential, Origo collaborate to automate adviser valuation data
Through the Origo Integration Hub, daily valuations from a range of providers can be supplied in a single location.
Northern Trust ties up with Lukka on digital asset reporting
The new function is intended to give clients broader reporting on digital asset information.
Robinhood to introduce crypto trading in UK
Users in the UK will be able to trade more than 50 cryptocurrencies on the platform.
FNZ names Stephen Welch group chair
Welch will work with the board and senior management on strategy, transformation and long-term growth plans.
Rockefeller expands in Ohio with Jones Wealth Partners team
Jones Wealth Partners works with high-net-worth and ultra-high-net-worth clients, as well as multigenerational families.