The landscape of financial advisory is undergoing a significant transformation, driven by the increasing integration of alternative investments into client portfolios. While these assets offer the potential for enhanced returns…
AlphaCore Wealth Advisory has strategically expanded its service offerings by acquiring Streamline Family Office, a well-established entity specializing in non-advisory family office work. This acquisition marks a significant step in…
AI-native advisory platform Savvy Wealth has successfully closed a significant $100 million Series C funding round, with Halo Fund leading the investment. This latest infusion of capital brings Savvy Wealth’s…
The Ontario Securities Commission (OSC) has officially launched its Capital Markets Advisory Committee (CMAC), a new, one-year pilot initiative designed to create a direct and strategic channel for senior market…
The Ontario Securities Commission (OSC) has taken a significant step in proactively shaping the future of its regulatory landscape by announcing the inaugural members of its newly formed Capital Markets…
Wealth Enhancement Group has announced the acquisition of Arbor Capital Management, a distinguished registered investment adviser based in Alaska, significantly bolstering its presence and service offerings in the region. This…
Boardroom materials are intended to harness the collective energy and strategic acumen of board members, not to overwhelm them with operational minutiae, according to Protiviti’s Jim DeLoach. He advocates for…
Zurich, Switzerland – EFG International, a global leader in open architecture private banking, has announced the immediate appointment of Ranjit Khanna as the new Chief Executive Officer of its Dubai…
The Department of Justice (DOJ) has officially withdrawn a 1987 Business Review Letter (BRL) issued to Institutional Shareholder Services (ISS), the largest proxy advisory firm in the United States. This…
Astraeus, a burgeoning technology firm founded in 2025, has officially unveiled its groundbreaking AI-native infrastructure platform, specifically engineered to imbue regulated advisory businesses with firm-specific contextual understanding. This innovative solution…
