Savvy is not the only firm to bolster its legal bench this year. Earlier this month, Osaic brought on Saumya Bhavsar as chief ...

S&P 500 rebounds 11%, but trade policies hold the key to future gains. Explore how tariffs, Fed rate cuts, and economic ...

With the goal of enhancing its wealth management offering, Charles Schwab (SCHW) made a minority investment in AI-powered estate planning platform Wealth.com, it said on Wednesday.

From digital wealth management to automated advisory services, these innovative firms are reshaping how financial assets are ...

Every generation demands something different of financial advisors. Next-gen investors are often defined by their ...

BridgeWise, a global AI-powered investment intelligence platform, today announced its official entry into the Middle East after securing an operational license from the Dubai International Financial ...

LPL Financial LLC (Nasdaq:LPLA), today announced that five of its executives have been promoted into new Managing Director roles. Christa Carone, Gary Carrai, Brett Goodman, Scott Posner and Brent ...

Wolters Kluwer, a global leader in professional information, software solutions, and services, has been recognized for product excellence in the 2025 FinTech Breakthrough Awards, winning in the "Best ...

Elixir Equities Pvt. Ltd., a subsidiary of BSE-listed Elixir Capital Ltd (Scrip Code 531278), a respected financial services firm with a 30-plus-year legacy led by celebrated market expert, Dipan ...

Waterloo Capital L.P. joined the investor parade by grabbing 4,501 PayPal shares, throwing $384,000 into the fintech arena.

While the growth of the alternatives market brings immense opportunity, it also creates challenges—especially when it comes ...