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Environmental, social and governance (ESG) investing has become one of the biggest crazes in the wealth management sector, but not all of UK financial...
Switzerland-headquartered alternative data provider Sentifi has introduced an intelligence platform for retail investors. The Portfolio Intelligence tool will allow retail investors to monitor market...
UK-based firm Perspective Financial Group has acquired Independent Life & Pensions Group (ILPG), a financial planning firm based in Corby, Northamptonshire. The financial terms...
Lexington Wealth Management, a registered investment advisory firm that manages $1.3 billion in Lexington, Massachusetts, has acquired Marcus Financial Advisors, a Beverly, Massachusetts-based affiliate...
Improving the efficiency, profitability and growth potential of a small registered investment advisory (RIA) business begins by asking two very basic questions: What do...
The Australian Securities & Investment Commission (Asic) has started civil legal proceedings against Squirrel Superannuation Services for false or misleading representation. The watchdog alleges...
The Capital Market Authority (CMA) of Saudi Arabia has granted a financial technology experimental permit to Dubai-headquartered fintech firm Sarwa. According to the CMA:...
Beech Tree Private Equity has agreed a deal with UK advice firm Advanta Solutions to provide funding for the business to pursue “a multiple...
Aquiline Capital Partners last week bought a majority stake in Sageview Advisory Group, representing the latest major investment by a private equity firm in...
Focus Financial Partners subsidiary Connectus Wealth Advisers has agreed to buy Cheshire-based Watterson Financial Planning. The deal is expected to close in the first...