Active-passive is a very common investment approach used within the industry, especially among advisors as they're constructing portfolios for their clients. Historically, it's usually been as simple ...

The robo-advisor has acquired Rowboat Advisors and plans to incorporate its software technologies later this year.

Mint's Guru Portfolio series features leaders in the financial services industry who share their money management secrets.

The new capital will be used to strategically expand the Glider team and accelerate its mission to democratize access to sophisticated crypto portfolio management for everyone, from first-time ...

Besides, the board also took note of the proposed acquisition of UBS AG's India Wealth Business by various subsidiaries of the 360 ONE including the stock broking services and distribution business; ...

360 ONE will buy UBS' local stock broking and distribution business, discretionary and non-discretionary portfolio management services business, and residual loan portfolio, the Indian company ...

He began providing bespoke portfolio management services for the clients of a number of adviser firms last year and the Personal Portfolio service is now being opened to the wider adviser community.

According to a note issued by financial services biz Wells Fargo ... "This is routine capacity management, and there haven't been any recent fundamental changes in our expansion plans," Miller ...

Acquis Data Services has introduced a “portfolio monitoring” feature to its Lumia platform, a central register for asset finance borrowing. The enhancement, according to the company ...

He has now been appointed as Head of the Personal Portfolio service. Kennedy began providing bespoke portfolio management services for the clients of a number of adviser firms last year and the ...