Veteran Atlanta advisors Margaret Wright and Bradley Martin are building MartinWright Advisory around institutional-grade portfolios, next-gen tech and a plan to sell the firm to other advisors.
In this Market Dialogues episode, experts discuss what’s driving efforts to connect private market data with public workflows ...
Asset managers that reach retail clients have become a new market for private investments, Apollo Global Management Inc.
The Great Wealth Transfer will not only reshape the country’s financial landscape, but will also transform the wealth and ...
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AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now
Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to ...
Beacon Software, a holding company that acquires smaller software businesses and uses artificial intelligence to transform them, has raised $250 million to fund its AI roll-up strategy, the company ...
NFP, an Aon company and leading property and casualty broker and benefits consultant, announced the appointments of Jessica Espinoza and Stephen Jans as national practice leaders of Retirement ...
Gate’s new private wealth management gives crypto investors institutional-level custody, full portfolio oversight, and ...
Morgan Stanley ( MS) has agreed to acquire EquityZen, a marketplace for non-publicly traded investments, as part of an effort ...
Morgan Stanley has struck a deal to buy EquityZen, a trading platform for shares in private companies. Financial terms of the ...
Since 2013, EquityZen has committed to expanded access to the private markets by connecting retail investors with private company shares. It has over 800,000 registered users and has processed over 49 ...
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