The fintech startup leader spoke about operating 55ip before and after being acquired by J.P. Morgan Asset Management, the company’s burgeoning relationship with Raymond James Financial, using machine learning, monitoring changes in tax law and more.
The initiative will be spearheaded by four specialized senior executives, a dedicated service team and a focus on family governance research.
Northern Star settled SEC charges that it mislead investors in public filings, indicating it had not had conversations with Apex prior to its IPO.
Many of the trends identified by Datos Insights could help firms navigate challenges throughout the year.
It was a slow week for deals in the RIA space but MAI didn’t miss a beat and Wealth Enhancement Group reinforced its position as 2023’s most active buyer.
Will Armenta co-founded the "alts-for-advisors" platform with Joe Lonsdale, and advises Lonsdale's $6 billion venture capital fund. He'll be a managing director at Duran's Rise Growth Partners.
Despite the proliferation of minority buyers in the RIA marketplace, the number of deals has declined over the last couple years.
Prospera Generational Wealth leverages internal and outsourced talent to offer the firm's wealthiest families a broader range of services.
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.
