As the financial technology sector continues to thrive, Europe is home to some remarkable success stories. The Financial Times' FT1000 list emphasizes the rapid growth of these fintech companies from ...

Oregon Pacific Wealth Management LLC bought a new position in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm bought 13,330 shares ...

The chief of Wilmington Trust’s $80 billion wealth management unit says the business is about much more than investing.

Bluespring Wealth Partners, meanwhile, announced its acquisition of Charter Capital Management, an RIA based in Brookfield, ...

Savvy Wealth CEO Ritik Malhotra explains how his company is helping advisors with automation, compliance and operational ...

Forward-thinking Registered Investment Advisors (RIAs) and family offices are increasingly pivoting toward private mar ...

Two financial planning and wealth management firms, Lincoln Sparrow Advisors and Progressive Planning Services, have combined to create BearingStone Wealth.

Wealth Enhancement Group, a private equity-backed national wealth management firm headquartered in Minneapolis, is expanding ...

UBS has received approval to fully acquire Beijing-based UBS Securities, marking a strategic expansion in China after its ...

Bank of Cyprus offers outstanding private banking services, from digital tools to discretionary asset management, and more.

Offering personalised wealth management solutions and exclusive events, Carnegie Private Banking achieved significant revenue ...

The top shareholders of Bank of America are Paul F. Donofrio, Matthew Koder, Dean Athanasia, Berkshire Hathaway, Vanguard, ...