One of world’s biggest property owners has raised $16 billion to try to get bargains Read More: Ready to make acquisitions, Brookfield Asset Management names new…
Private equity is stepping up its investment in the wealth management sector, drawn by its fragmentation, tightening regulations and the growing need for scalable platforms. This…
Retailer Mountain Equipment Company (MEC), the B.C-based brand specializing in outdoor equipment, is back under Canadian ownership.The retailer had been sold in 2020 to U.S.-based Kingswood…
The most successful financial services firms that include wealth management among their offerings can’t neglect the technological upgrades that are key to new opportunities and anticipate…
Robinhood is rolling out wealth management and private banking services for investors with modest portfolios, as the trading platform looks to have a bigger influence on…
It’s no secret that the financial services landscape is continuing to evolve quite rapidly. With increased regulation, technological advancements, and shifting client expectations, financial advisers are…
Affinity Wealth Management LLC bought a new position in Discover Financial Services (NYSE:DFS) in the 4th quarter, according to the company in its most recent 13F…
Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced that Young Wealth Management, a registered investment adviser (RIA), has joined…
As he often does, Michael Kitces had a way of summing it all up.Kitces, the “chief planning nerd” at Kitces.com, co-founder of the XY Planning Network…
NEW YORK, Nov. 21, 2024 /CNW/ – Galaxy Digital Holdings Ltd. (TSX: GLXY) (“Galaxy”) announced that its affiliate, Galaxy Asset Management, (“GAM”), reported preliminary assets under…