With the acquisition of Roth Asset Management, Merit Financial Advisors increases its assets under management by $773m.

New Jersey-based investment advisory firm Summit Financial (Summit) has picked a minority stake in North Carolina-based ...

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lowered its stake in shares of Abrdn Asia-Pacific Income ...

The serial RIA acquirer's latest partner deepens its presence in North Carolina as well as its capabilities in the qualified ...

Powerful US groups are shaking up the market and forcing their transatlantic rivals to partner and scale up — or exit the ...

Billions are being poured into creating AI agents across industries, and financial institutions who do not harness the ...

A 12-month review by APRA into super funds’ unlisted asset valuation and liquidity practices has highlighted a range of ...

Group has finalized its takeover of the Metrobank Group’s First Metro Asset Management Inc. (Fami) in a move seen to boost ...

By following these changes, investors can adjust their portfolios to reduce risks, take advantage of opportunities, and make ...

MA Financial Group Limited ("MA") (ASX: MAF) an ASX-listed global alternative asset manager with over US $6.8 billion AUM, today announced the launch of the MA Specialty Credit Income Fund (SCISX) ...