AI-powered fintech Conquest Planning secures $80m funding
Conquest Planning has secured $80m in Series B funding to expand its artificial intelligence (AI)-powered financial planning services. The funding…
Deals
Elevation Point backs new wealth manager Family Office Partners
BNY and Northern Trust reportedly hold merger talks
BMO to acquire Burgundy Asset Management for $456m
Beacon to acquire Astor Investment Management with $1bn assets
Sovereign Capital sells wealth manager Shackleton to Lee Equity Partners
Osaic boosts wealth management capabilities with CW Advisors acquisition
China approves Qatar’s 10% stake purchase in ChinaAMC
