Summit Financial invests in Ivy Wealth Management
Financial Services
Vanguard plans to expand in Miami to target Latin American wealth – report
Vanguard also plans to expand offshore services in other US locations, including California and Houston, within the next 12 to 18 months.
Mercer Advisors acquires Glass Jacobson
Creative Planning acquires US registered investment advisor Burt Wealth
Wealthfront announces plans for IPO and Nasdaq listing
JP Morgan to double Swiss private banking business by 2030
Goldman Sachs agrees to acquire Innovator Capital for $2bn
