The Top 10 Interval Fund Raisers of 2023

Dec 18, 2023

The limited liquidity vehicle is becoming increasingly popular as a tool for individual investors looking for some exposure to private assets.

The Ten to Watch in 2024: Julie Cane

Dec 18, 2023

Julie Cane is managing partner and CEO at Democracy Investments.

The Ten to Watch in 2024: Devon Drew

Dec 18, 2023

Devon Drew is the CEO at AssetLink.

The Ten to Watch in 2024: Iraklis Kourtidis

Dec 18, 2023

Iraklis Kourtidis is the CEO of Rowboat Advisors.

The Ten to Watch in 2024: Ryan VanGorder

Dec 18, 2023

Ryan VanGorder is the CEO at Opto Investments.

The WealthStack Podcast: Bridging the Gap Between Asset Management and Financial Planning With Martin Tarlie

Dec 15, 2023

Advisors are using Nebo to construct institutional quality, dynamic, real-time model portfolios that are personalized to each client, in a fraction of the time previously required.

Shenkman Taps Former NBA Player Jay Williams for Board

Dec 14, 2023

Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.

Risky Exchange-Traded Notes in Spotlight With Arrival of ‘XXXX’

Dec 14, 2023

The MAX S&P 500 4X Leveraged ETNs, which launched last week with the eye-catching XXXX ticker, promise to quadruple the daily returns of the benchmark index.