| | | | | CEO Marc Schechter discusses the decision to sell, why he was on the fence about the deal and his thoughts on private equity investment in wealth management. Read More > |
|
|
| | | According to our tech columnist, financial planning application Quinn is the most intriguing new fintech announced this week. Read More > |
|
|
|
| | | Former Merrill Lynch advisor Michael Henley reveals how his tax-centric approach and strategic vision helped Brandywine Oak Private Wealth double AUM to $1.5 billion since breaking away in 2018. Read More > |
|
|
|
| Alternative Investments Summit: Navigating the New Frontier Sponsored by Hines, Sandro Wealth, Apollo, & Invesco Join this Summit to explore how technology, data, and product innovation are transforming the way advisors allocate to private equity, private credit, hedge funds, real estate, crypto, and more. Register Now > |
|
|
