MeitY has released a Business Requirement Document for Consent Management Systems to follow under the DPDP Act for data processing.

Financial experts Gal Ben-Naim, Joshua Driskell, Jordi Pujol, and Mike Watson offer key insights on 2025 wealth management and estate planning strategies.

Fundhouse, provider of investment advisory and model portfolio services to financial advisers and wealth managers, will not have its South African business included in the transaction. Mercer inks ...

The Capgemini survey showed that 81 per cent of those who were going to inherit wealth intended “to switch their parents’ wealth management firm within one to two years after inheritance”.

Private equity accelerates wealth management consolidation: 10 deals RedBird Capital, Bridgepoint and Great Hill Partners are among the firms investing in the wealth management sector.

Wealth management has long been the preserve of the ultra-rich, but the middle class needs it just as much—if not more. As India’s investing culture matures, expert financial planning could be ...

For FY25, the company’s operating profit after tax (PAT) grew 65 percent year-on-year (YoY) to Rs 986 crore and consolidated revenues rose 41 percent YoY To Rs 2,901 crore.

Wealth management professionals must recognise these dual motivations and support the next generation in their quest to navigate them effectively.

Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice.

Ritholtz Wealth Management is a Registered Investment Adviser based in New York City, with offices across the country, that offers a full suite of financial planning and asset management services ...

Sovereign-Wealth Funds Want a Piece of the Wealth Management Business. The largest RIAs are increasingly turning to foreign investment funds to provide capital.

Wellington-Altus Financial developed a best-in-class digital infrastructure that allows advisors to be more efficient and client focused.