03/25/2019

Global investor services provider rebrands

Our new name unifies our brands under a unique and vibrant new identity. It bonds our staff under one promise: global technical expertise combined with a deep understanding of the needs of our clients.

03/21/2019

Blucora to purchase tax-focused wealth manager

The transaction, which is expected to be accretive to Blucora’s earnings per share and free cash flow, brings together two leaders in the tax-focused wealth management space.

03/20/2019

Janney to acquire FIG Partners

The transaction, expected to close in the second quarter, is Janney’s second investment bank acquisition in less than 12 months, following the addition of HighBank Advisors in May 2018.

03/15/2019

Morgan Stanley Widens Roles of Finn, Other Wealth Executives

The new unit will include Morgan Stanley Wealth’s call-center business for less affluent investors that has been rebranded Virtual Advisor and its “robo” automated investment platform called Morgan Stanley Access Investing.