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 ...

A balanced approach to innovation and regulation gives fintech companies the freedom to explore and scale while maintaining ...

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. LPL Financial and its affiliated companies provide financial ...

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. ..

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 ...

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

The use of AI in wealth management can be valuable, but it can yield even greater results when used alongside human expertise ...

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 ...

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

After announcing its investment platform Truth.Fi last week, the company is making headway toward releasing its first ...