Because a shrinking advisor workforce means more than just open job postings—it affects client relationships, firm growth, ...

As well as the trio of eponymous advisors, marketing is managed by Grace Peoples, who is Duane and Patricia’s daughter and is ...

The Andalusia Area Chamber of Commerce held a ribbon cutting for Three Notch Wealth Management on Fri1. Among those in attendance were Three Notch Wealth Management Private Wealth Advisor Ronnie ...

US-based private investment firm Bain Capital has launched Rs 5,764 crore open offer to acquire an additional 26 per cent ...

As part of the deal, Bain Capital will acquire an 18.0% stake in Manappuram Finance on a fully diluted basis through a ...

Data from the Association of Portfolio Managers in India (APMI) shows that SBI Funds Management, UTI AMC, and Darashaw & ...

Bain Capital acquires majority stake in Manappuram Finance, fueling growth and transformation in non-banking financial ...

The acquisition will be through a preferential allotment of equity and warrants at ₹236 per share, a 30 per cent premium over ...

UBS chief executive Sergio Ermotti was paid SFr14.9mn ($16.8mn) in 2024, maintaining his position as Europe’s highest-paid banking executive. His compensation slightly exceeded the SFr14.4mn he earned ...

--HSBC Holdings and UBS Group are expanding their wealth management units in India after a wave of IPOs in the country created a new batch of millionaires, the FT reports citing unnamed sources. --UBS ...

CICC Expects HSBC HOLDINGS 2025/ 2026 ROE (Div. + Buyback) to Be 12%/ 11%; TP $102.3 ...