| | | | | Despite efforts to develop next-gen talent, the total number of advisors in the wealth management industry has remained stagnant over the last decade. Read More > |
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| | | The Pensato Slyane Group is “one of the most elite New York City wealth management teams,” according to the director of RBC’s New York complex. Read More > |
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| | | Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4 billion in AUM to independence and building the business to $6 billion, including the motivations to make a change at this stage of his career and how they achieved such growth in a short time. Read More > |
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| | | More than 100 continuation funds were raised between 2019 and 2021. Now, some are running into trouble amid a sluggish dealmaking environment and declining asset values. Read More > |
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