KPMG's application for an Alternative Business Structure (ABS) license in Arizona, potentially enables it to become the first ...

SS&C’s revenue is reasonably diversified, with its largest client accounting for less than 5% of revenue and its 10 largest clients representing only 14% of total revenue. From a geographic ...

While AI agents are not quite ready for prime time, they are here and slowly but surely changing the accounting profession.

The integration of technology into financial processes is not merely an operational enhancement; it’s a strategic necessity.

Model portfolios offered by asset managers and third-party strategists have become the backbone of many financial advisors’ ...

Co-founder and managing partner Tim Bello offers perspective on RIA deals, Merchant's "lifecycle equity partners" model, and ...

The Financial Conduct Authority’s ongoing advice review is set to have a significant impact on the financial advice industry, ...

The PE-backed wealth platform is expanding across Colorado and Idaho while broker-dealer giant LPL welcomes a ...

In August 2023, however, Wheels Up changed for good. Amid extensive financial difficulties, Delta Air Lines swooped in and purchased a 95% share in the company in exchange for a massive cash infusion.

LONDON--(BUSINESS WIRE)--Moniepoint Inc. (“Moniepoint”), one of Nigeria’s leading business payments and banking services ... model, alongside its strong operational and financial track ...

Adviser Ratings has explored how advice businesses can adopt more transparent and client-centric fee models in 2025 ... “As advice practices are emerging at the top of the financial services value ...

Generally speaking, financial stocks represent companies whose primary businesses involve providing financial services ... just given how different the business models, and even the stocks ...