Constellation Wealth buys minority stake in Confluence Financial
United States
JPMorgan softens stance on share-backed loans to target AI-era wealth – report
Under its usual policy, the bank does not accept shares in a company that has been public for fewer than 135 days as collateral for lending.
Exclusive: Citi Wealth names Alex Kokolis as investments platform experience head
Wealth Enhancement buys Servo Wealth advisory unit
Kestra Financial names Kelly Apple wealth management head
Wealth Enhancement snaps up Weinand Financial
Goldman Sachs enters $410m deal to buy LCN Capital Partners
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