Wealth advisory firm Lido Advisors has partnered with HPS Investment Partners to bolster its growth trajectory.

IQ-EQ has purchased South Watch from the majority shareholder Everlane Equity Partners and principal employee shareholders.

A partnership between DASH and global fintech S64 will simplify and scale private market investment access for Australian financial advisers and their clients.

Now, Appian’s latest leap, Agentic AI, is poised to reshape how banks deploy automation and AI. Through Agent Studio, companies can create and deploy intelligent agents in minutes, tightly integrated ...

Wealth technology provider Addepar has acquired Arcus, a company that offers enterprise AI workflows. This acquisition is ...

Swiss banking institution UBS has announced the formation of a new unit within its Global Wealth Management (GWM) division ...

Fintech company Seeds, previously known as Seeds Investor, has raised $10m in a Series A financing round, led by Portage.

Following the Coinbase data breach, Nic Puckrin, crypto analyst, investor and founder of educational platform The Coin Bureau ...

Mizuho has announced a partnership with Mercer Japan to provide outsourced chief investment officer (OCIO) services in Japan.

Columbia Threadneedle Investments is set to introduce a selection of four UCITS active equity ETFs in the UK and Europe.

Celia Wanderly, Chief Innovation Officer, Bits In Glass, shares how her global team is driving innovation through intelligent ...