Dave Breslin, formerly head of First Republic’s private-wealth unit, runs the new firm, which is being launched as GC Wealth. The company has steadily built up a base of existing high-net-worth ...

The former Nitrogen CEO opens up about the challenges and rewards of international adoption and his plan for building a new ...

Collier's real estate services business logged a 12% rise in revenue to $943.5 million. Revenue from its investment management arm rose 5.8% to $136.6 million, while engineering-services revenue ...

Equitable Holdings swung to a profit in the fourth quarter as revenue rose sharply, though it missed Wall Street estimates. The holding company for financial-services businesses including Equitable ...

NDB Investment Bank Ltd. has announced the appointment of Harshana Jayaweera as its Chief Executive Officer, effective from. ..

Forget about the Magnificent Seven. Dave Ellison, a longtime fund manager, is bullish on JPMorgan Chase and other top banks.

Based in Westlake, Texas, The Charles Schwab Corporation (SCHW) operates as a savings and loan holding company that provides ...

Orion Advisor Wealthtech Survey indicates that more than half of financial advisors plan to increase their investment in ...

KBC Group NV boosted its holdings in C3.ai, Inc. (NYSE:AI – Free Report) by 35.8% in the 4th quarter, HoldingsChannel.com ...

Fintech is an umbrella term for all the technologies delivering financial services more efficiently, securely and in ...

Holocene Advisors LP boosted its position in Microsoft Co. (NASDAQ:MSFT – Free Report) by 1,154.3% during the third quarter, ...

Boston-based Lynx, a startup that aims to make it easier to pay for healthcare using spending accounts, has raised a $27 ...