The transaction will add Lokken’s $455m in managed assets to Dakota, increasing its assets under management to nearly $7.5bn.

Of course, some AI may be used to automate certain aspects of client portfolios, but financial advisers tell us that often ...

On November 12, President Lee Jaemyung announced his intention to significantly expand local fiscal autonomy during a meeting ...

Regulator’s findings emphasise the need for sound risk management, appropriate group structuring, and prudent use of debt.

The law firm and management services organization (MSO) partnership model is becoming an increasingly attractive structure for private equity ...

Zach Witkoff has positioned World Liberty Financial as a participant in this emerging global system rather than an observer ...

Boise-based Clearwater Analytics unveils CWAN GenAI, an AI platform transforming investment operations with 800+ intelligent ...

Our seven shortlisted companies in the Talent Management category in the Personnel Today Awards 2025 reaped an array of ...

After an era of exuberance, expansion and ‘rockstar’ roles, sustainability in private markets is being more closely tethered ...

iCOMPASS Pte Ltd is a Singapore-headquartered regulatory technology firm that transforms compliance into an intelligent, efficient and secure process for financial institutions. At the heart of our ...

Private equity has already turned every corner of the legal industry into an investable asset—from tech to litigation finance ...

Brighthouse Financial is set for acquisition by Aquarian Capital at $70/share. Click for my updated look at BHF stock ...