Advyzon furthers integration with Schwab Advisor Services; iPipeline launches AI-Powered ‘CHARLi’ foundation; and Cetera ...

TORONTO--(BUSINESS WIRE)--Addenda Capital, a leader in sustainable investment management has selected OneVest, a cutting-edge wealth management technology company as its wealth management software ...

NEW YORK--(BUSINESS WIRE)--HSBC U.S. Private Banking, part of the bank’s Wealth and Personal Banking business, announced today that it has selected Addepar, a leading technology platform purpose built ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This follows adoption in the US Private Bank, with rollout in the Channel ...

Morgan Stanley ( MS) has agreed to acquire EquityZen, a marketplace for non-publicly traded investments, as part of an effort ...

First-of-its-kind deal deepens Carta’s IPO Advisory offering, a comprehensive, end-to-end suite of solutions supporting private companies on their path to IPO Leverages Morgan Stanley’s differentiated ...