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Eighty-nine percent of millennials and 59% of Gen Xers say they are open to their advisors following them on social media platforms.

The new funds mark the startup’s latest foray into traditional wealth management.

Advisors are ensuring that multibillion dollar estates go exactly where HNW clients want them to go.

Key tips for navigating the regulatory landscape.

The firm has brought on 200 advisors since 2015.

Procure Holdings’ intergalactic foray is part of a broader industrywide push into so-called thematic funds.

Martin Amend is a senior consultant at Capco.

Kate Ryder is the founder and CEO of Maven, a virtual clinic dedicated to women’s and family health. Named one of Fast Company’s “10 Most Innovative Healthcare Companies in 2018,” Maven’s family benefits platform aims to advance women in the workplace and make it easier for parents to start and grow a family during a critical time in their careers. Maven was founded in 2014, operates the largest proprietary women’s and family health telehealth network in the country, and has raised more than $40 million in capital from top investors including Sequoia and Oak HC/FT.