Chris Kalin is a co-founder of Arnova Capital, an investment firm focused on systematic trading strategies that returned about 2,000% through June since its inception in the early 2000s.
The service works with an advisors' tech stack to automate things like client onboarding and billing, and marks a new area of growth for the data analytics startup.
Recorded live at the RIA Edge Conference, this episode offers an exclusive peek into Liz’s recent transition from investment banking to her new role as president of Cresset, one of the fastest-growing and most successful RIA firms.
Lumping loans into a single obligation can ease the sting of repayments, but there are pitfalls
Private equity company Lightyear, which has taken stakes in such firms as Allworth Financial and Advisor Group, has tapped Naratil to support growth and investments in the wealth management space.
The mega-RIA will move 'multiple billions' of dollars to GSAS over the next few years, the firm says, as it opens more advanced investment strategies to HNW clients.
UBS has previously said that legal liabilities related to Credit Suisse could run to as much as $4 billion over 12 months.
The most valuable gatherings focus on the future, which is what the Wealth@Work conference is all about.
