The Mather Group continues acquisition spree with Semita deal
US-based wealth management firm The Mather Group (TMG) has announced the acquisition of Semita Asset Management, the latest in a…
News
Latest in
News
Aquinas Wealth Advisors launches new technology to target Catholic faith-based investors
Wealth management company Aquinas Wealth Advisors has unveiled a new technology to better align Catholic investors with their religious values.…
By
Canaccord Genuity to scoop up Results International Group
Canaccord Genuity has signed an asset purchase agreement to acquire UK advisory business Results International Group. The transaction, whose financial…
M&G to buy 49.9% stake in Continuum to bolster UK wealth business
M&G, a UK-based asset management company, has reached a deal to purchase independent financial advice provider Continuum (Financial Services) for…
Hub International snaps up WealthPlan Advisors
US-based full-service global insurance brokerage and financial services firm HUB International has acquired the assets of independent investment advisory firm…
Indian invest-tech startup dezerv rakes in $20.7m at $100m valuation
India-based invest-tech platform dezerv has secured $20.7m in a Series A funding round, taking its valuation to $100m. The…
Integrity brokers deal to buy Gladstone Wealth Partners
US-based insurtech company Integrity Marketing Group, which also provides wealth management and retirement planning solution, has signed an agreement to…
BridgeFT’s WealthTech API to power VRGL’s analytics suite
Institutional-class analytics provider VRGL has joined forces with Bridge Financial Technology (BridgeFT) to augment portfolio analysis for wealth managers. The…