In an industry known for the stubbornly elevated average age of advisors, Aly Kassim-Lakha is a fresh face with some new ...

StepStone Private Market Fund is a closed-end evergreen tender fund. Its strategy also involves a strong focus on secondaries ...

The mergers and acquisitions market for registered investment advisors continues to be red hot, with deal volume breaking new ...

The SEC said the wirehouse’s broker/dealer’s inadequate policies failed to detect hundreds of unauthorized transfers between ...

Launched in February, the company has a few clients on board and revenue coming in. Its three founders participated in the ...

(Bloomberg) -- UBS Group AG made organizational changes to its wealth-management unit in the US as it seeks to lift ...

Drescher, who holds an undergraduate degree from Bernard College and an MBA from Columbia University, has a long track record ...

Trinity Financial Partners President Robyn E. Jameson will become a managing director and partner at the $12 billion ...

Yuen founded Daylight Advisors in 2023, after stints at Evercore Wealth Management and founding the Center for Philanthropy ...

Caitlin Douglas, a new founding partner and chief operating officer for investment firm Elevation Point, knows the industry’s ...

Vanessa Martinez is tired of “holistic” planning. With the entire wealth management industry rushing to embrace it, the term, ...

Kyle Wiggs, co-founder and CEO of UX Wealth Partners, wants to push the TAMP even further into the future by harnessing an ...