Portfolio

Growing up in a house full of doctors, Mihir Patel was expected to follow in his family’s footsteps. He didn’t.

The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.

Fulvio Urbinati’s book of business includes clients in Chile and Peru, the U.S. and France.

Short-term returns are mostly noise, which, by definition, largely cancels itself out over time

How to use content marketing through blogs, videos, podcasts and social media to boost your business.

The regional broker-dealer posted record revenue for the eighth year in a row.

GraniteShares had yet to launch a fund when Kristen Winther joined two years ago. Now with five products on the market, it’s a “full-fledged business.”

Five members of the network will receive the scholarship each cycle.

As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.

After weathering the industry’s upheaval in the financial crisis, Adam Merino now co-leads a team serving about 35 ultrahigh-net worth families.