HSBC’s former Southeast Asia head for funds and discretionary product management has joined Singapore financial advisory firm Ascend Asia Group. Sarah Stacey Wong has joined Ascend Asia as group head ...

Janus Henderson has started trimming some of the smaller companies benefiting from the AI boom, even though portfolio manager Nick Sheridan still likes both the businesses and their valuations. The ...

PSG Asset Management says bottom-up security selection, rather than major asset allocation calls, drove the fund’s strong performance.

Former sales manager Eudre Craven brings more than 25 years of financial services experience and established industry relationships to the team.

Aspen Capital Management CEO Mike Mers is more focused on tax and fees than outperforming the market in his research for the 340 high-net-worth families his firm serves.

Advisor attrition for the first six months of the year has exceeded the whole of 2025, according to a recent report that examined the four largest wirehouses.

Institutional allocators at the Greenwich Economic Forum on Wednesday discuss private markets distribution and the importance of an off-ramp.

Mountain Capital Investment Advisors is Trilogy's biggest acquisition this year. It becomes the firm's eleventh office nationally and its second in Colorado.

Farther CEO Taylor Matthews spoke with Citywire about the reasoning behind his firm's recent $150m funding round and his broader AI vision.

The mega-RIA said Thursday that Synergy Capital Solutions has joined HTSW in an internal merger that closed on September 30. Synergy is based in Bloomfield Hills, Mich., near Detroit, and had about ...

AlphaCore Wealth Advisory’s David Stubbs looks under the hood of one emerging niche of the AI trade around which six thematic ETFs have launched this year.

Snowden Lane Partners has promoted Paula Alvis to vice president and South Florida market leader, overseeing its Coral Gables office and regional growth.