TD Bank weighs acquisition of US brokerage firm Cowen
Canada’s Toronto-Dominion Bank (TD Bank) is exploring the potential acquisition of US-based brokerage firm Cowen, reported Bloomberg News citing people…
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Dakota Wealth signs deal to buy Loveless Wealth Management
Dakota Wealth Management, which serves high-net-worth (HNW) individuals and families, has signed a deal to buy Montana-based Loveless Wealth Management.…
Private equity firms conclude acquisition of LSEG’s BETA+ platform
US-based private equity firms Clearlake Capital and Motive Partners have completed their previously announced acquisition of wealthtech platform BETA+ from…
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NFP scoops up Toronto-based Newport Private Wealth
Insurance broker NFP has acquired Toronto-based private wealth management firm Newport Private Wealth. The transaction, whose financial terms were not…
Colliers to pick controlling interest Versus Capital
Canada-based diversified professional services and investment management firm Colliers has brokered a deal to purchase 75% ownership interest in Versus…
Morningstar concludes acquisition of Praemium’s UK, international operations
Morningstar has concluded its previously announced acquisition of wealth management platform provider Praemium’s businesses in the UK, Jersey, Hong Kong,…
Amundi takes over robo-adviser Savity in digital push
Amundi Austria has acquired robo-adviser Savity, which provides access to professional asset management services to retail clients. Financial terms of…
FNZ backs fintech Bondsmith in Series-A financing round
Wealth management platform FNZ has led Bondsmith’s Series A financing round as part of a broader partnership with the UK-based…