Global mutual fund investors may offload $350bn worth of equities in 2022
Barclays estimates that global mutual funds investors may offload equities worth a further $350bn this year, unless fear of recession…
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Waller Helms Advisors signs deal to acquire Park Sutton Advisors
US-based specialist investment bank Waller Helms Advisors (WHA), which specialises in insurance, healthcare, wealth, and financial technology, is set to…
iCapital to boost alternatives education, servicing capabilities with Simon Markets deal
Fintech platform iCapital has brokered a deal to buy Simon Markets, a fintech platform that spun out of Goldman Sachs…
Baird concludes acquisition of Pittsburgh-based Hefren-Tillotson
Wisconsin-based wealth management firm Baird has acquired Pittsburgh-based full-service wealth management firm Hefren-Tillotson. The deal, whose financial terms were not…
Triad Partners, Riskalyze to enhance support for financial advisers
Triad Partners, which provides custom, digital-first marketing campaigns for US financial advisors, has signed an enterprise-wide agreement with wealth management…
Robo advisory platform CyborgTech acquires Fortuna
Robo advisory platform CyborgTech, an affiliate of WBI, has struck a deal to buy Toronto based fintech firm Fortuna for…
JPMorgan to recruit 1,300 new advisers in next three years
JPMorgan Chase & Co. is moving to recruit around 1,300 advisers over the next three years as it looks to…
BlackRock to close two iShares funds with Russia exposure
BlackRock’s iShares has decided to close its MSCI Russia and MSCI Eastern Europe exchange-traded funds (ETFs) in response to the…