SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership

SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership

Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale

LGM gets strategic financial investment from Japan’s Marubeni Corporation

F&I provider LGM Financial Services has announced a strategic financial investment from one of Japan’s largest general trading companies, Marubeni Corporation.  In a news release, LGM said the partnership marks a “powerful step forward” and that the company will maintain its leadership team, including founder Adam Hill, to deliver the same service and expertise. It also said it will maintain its Canadian identity as it gains global backing. “We’…

SEI to Buy Majority Stake in RIA Network $37B Stratos

SEI, the financial technology and turnkey asset manager, is set to buy a majority stake in Stratos’ RIA and broker/dealer, providing it with a national network for its offerings.

The Wealth Company receives SEBI Approval for Mutual Fund business - Passionate In Marketing

Bengaluru, 18th July 2025: The Wealth Company Asset Management Holdings Private Limited, part of the Pantomath Group, has received the final approval from SEBI to launch its mutual fund business. With this regulatory milestone, The Wealth Company formally enters the ₹74.41 trillion mutual fund industry under its new identity, The Wealth Company Mutual Fund. SEBI […] The post The Wealth Company receives SEBI Approval for Mutual Fund business appe…