Rockefeller expands in Ohio with Jones Wealth Partners team
Financial Services
FNZ names Stephen Welch group chair
Welch will work with the board and senior management on strategy, transformation and long-term growth plans.
Bank of America investment banking co-head Mike Joo to leave
Astraeus unveils AI-native infrastructure platform for wealth firms
Abry Partners exits Prime Capital as Carlyle agrees to minority stake
Standard Chartered gets nod to offer wealth products from GIFT City in India
Aspen Standard Wealth buys Denver advisory firm
