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.

Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to ...

Gate’s new private wealth management gives crypto investors institutional-level custody, full portfolio oversight, and ...

Advyzon furthers integration with Schwab Advisor Services; iPipeline launches AI-Powered ‘CHARLi’ foundation; and Cetera ...

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 ...

Swiss software firm Avaloq, which serves numerous private banks and wealth managers, surveyed trends in high net worth (HNW) ...

Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth planning and investment software, today announced that it has been selected by Indivisible ...