Chad Boeding is opening Epiq Capital Group, which will cater to the same kind of ultra-wealthy clientele as his previous firm, Iconiq Capital.
Judge denies collector Hubert Neumann’s attempt to block Sotheby’s planned sale of the artwork.
What steps can be taken to mitigate the risk?
Advisors who embrace this shift can deepen their relationships with entire client families.
It’s not just about the cash—it’s what you do with it.
Stifel buys Business Bancshares, John Hyland joins Bitwise and Yield Street is offering marine finance investments.
Brennan and Robin Thicke may be blurring the lines of fiduciary duty.
Kwame Brown is suing his Merrill Lynch advisor, Switzerland is still tops in international assets and MMI adds new curriculum to its Continuous Learning Center.
DAFs now significantly outnumber private foundations in the U.S., and the gap is widening.