Indivisible Partners, an RIA founded by former Merill Lynch wealth head John Thiel, has chosen Advyzon as the foundation of ...

Xapo Bank is providing its members access to Bitcoin-backed lending and loans, allowing them to leverage their Bitcoin as ...

Brooks Macdonald has launched its Global Managed Portfolio Service (Global MPS), broadening its range of investment solutions.

Hampden Bank has moved its Edinburgh headquarters to a newly developed office and rebranded from Hampden & Co to Hampden Bank.

Massachusetts-based RIA Integrated Partners has added Prout Financial Design, headquartered in Traverse City, Michigan, to its network.

Alternative asset manager Blue Owl Capital has hired former KKR executive Blake Shorthouse as its new global head of Family Capital.

Kovitz, a Focus Partners firm, has added Colorado-headquartered Focus network firm Transform Wealth into its fold.

Brooks Macdonald Group has expanded its Scotland operations by hiring three investment professionals from RBC Brewin Dolphin ...

Investment advisory firm Summit Financial has invested in Gateway Advisory, a New Jersey-based firm managing $830m in assets.

SCB WEALTH has announced a partnership with asset manager BlackRock to enhance its wealth management offerings in Thailand.

Financial services firm Edward Jones has launched a new private client service tailored for high net worth individuals in the ...

UBS has obtained approval from China Securities Regulatory Commission to divest a 36.01% stake in Credit Suisse Securities ...