News, Comment & Analysis results for SmartWealth
UBS, Wealthfront Terminate Merger Deal
UBS declined to comment further on the reasons for the merger talks coming to an end.
US Wealth Managers Nervously Eye Robo-Advisors – Study
UBS's purchase of US digital wealth manager Wealthfront – one of the largest such deals in recent
UBS Steps Up Digital Game With Wealthfront Acquisition
The battle to win business from Millennials and Gen Z clients, less beholden to traditional models
JP Morgan Chase Pushes Into UK's "Robo" Market, Agrees Nutmeg Deal
Launched in 2012, Nutmeg was designed to shake up conventional wealth management by automating
How Tech Drives Wealth Management Change
This feature delves into the different ways technology is changing the face of wealth management.
Brown Advisory, Signature Agree Merger
The consolidation trend in parts of the US wealth management sector continues.
Mercer Advisors Spins M&A Carousel With Another Deal
The Denver-based RIA has added to a brisk mergers and acquisitions wealth market this year with
ANALYSIS: Capital, Demographics Driving Wealth Management M&A
This news service talks to North American wealth managers about why they think there's so much M&A
Venture Capital Houses Put $33 Million Into Digital Wealth Firm
The investment houses are backing a new RIA that calls itself a "next-generation financial services
UBS To Sell Online Wealth Management Operation
The operation was launched in 2016 and was deemed "limited" as a commercial offering.