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 ...

Learn more Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — ...

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 ...

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 ...

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 ...