LPL Financial’s latest acquisition from Osaic is a California-based $410 million firm that specializes in working with ...

Intesa Sanpaolo (OTCPK:ISNPY) (OTCPK:IITSF), Italy's largest bank, is teaming up with BlackRock (NYSE:BLK), the world's largest asset manager, to introduce digital wealth management services to ...

LGT, the international private banking and asset management group owned by the Princely Family of Liechtenstein, has signed an agreement to acquire the personal advice business of Australia's largest ...

Canaccord Genuity Group Inc. recorded strong growth in wealth-management and capital-markets divisions for its fiscal second ...

International investment firm Morgan Stanley has been appointed as the new sub-investment manager of the Ashburton Global Leaders Equity Fund, the portfolio manager announced on Monday.

MILAN (Reuters) - Italy's largest bank Intesa Sanpaolo said it would partner with BlackRock, the world's biggest asset ...

Mary-Anne Daly will continue on the committee, overseeing wealth management; private-assets head Georg Wunderlin will become ...

Islamic finance is emerging as a crucial area of expertise within private banking and wealth management, especially for professionals dealing with high-net-worth individuals (HNWIs) interested in ...

Success in Asia is hard to come by for private banks but LGT’s sustained assault on these markets is paying dividends, says Prince Max ...

UBS Bahamas is shutting its wealth management division and transferring clients to other booking locations in Switzerland and the US, but no jobs will be lost, and the overall office ...

Ari Brojde thought his grandmother's estate would be easy, but it took nearly three years to settle. He recommends talking ahead of time with relatives.

The entire board of Alberta Investment Management Corporation (AIMCo) was dismissed with finance minster Nate Horner taking ...