Brooks Macdonald launches Brooks Financial, a new brand for its financial planning business
Brooks Financial brings together all former financial planning companies under one unified brand
Wealth and Asset Management
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Citi Wealth taps Allfundds for streamlined trade execution
The innovative Allfunds platform will enable streamlined trade execution, settlement, and reconciliation processes.
Canada's Raymond James opts for FNZ wealth management tech
Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership.
Evelyn Partners completes the sale of its Fund Solutions business to Thesis
The transaction sees 75 staff who support the EPFL business, predominantly based in Glasgow, transfer across to Thesis.
Edward Jones to Buy Natixis Portfolio ‘Overlay’ Business in High-Net-Worth Push
The deal is the latest step in Edward Jones’ push to bolster its advisory account services and target wealthier investors.
JTC Completes Acquisition of Citi Trust
The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.
Mercer Acquires $1.1B Boston-Area RIA
O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services.
IQ-EQ shortlisted for ‘Employer of the Year’ award
It’s not the first time that IQ-EQ has received recognition in this field.
Quilter’s WealthSelect boosts fixed income and reduces equity allocation in latest rebalance
The team believes that despite the rally, risks to growth and inflation remain elevated particularly in light of uncertainty around tariffs.
Rothschild & Co Wealth Management Switzerland acquires Zurich-headquartered Swiss advisory firm Tenalis AG
The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.
$5.3bn Exencial Wealth Advisors pursuing sale of minority stake: Sources
The Oklahoma City RIA has retained Advisor Growth Strategies to serve as its financial advisor.
Morgan Stanley Wins Two 2025 Celent Model Wealth Manager Awards for Technology Innovation in Wealth Management
Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent.