The Latest

  • Murat Kilicoglu joined Cota Capital as a Principal in 2022 focusing on the evaluation and monitoring of private investments as well as designing and implementing value creation strategies across the broad Cota portfolio. Prior to Cota, Murat was a Vice President in the Investment Banking Division of Evercore focusing on mergers and acquisitions within the technology sector. Prior to Evercore, Murat was a Vice President at Credit Suisse in the Investment Banking Division focusing his time on strategic advisory and financing assignments for software and FinTech companies. Previously, Murat was an Investment Associate at TRPE Capital focusing on private equity and venture capital investments across the technology sector. Murat began his career at Roland Berger, where he worked as a strategy consultant to technology firms and private equity portfolio companies in the areas of corporate strategy, growth strategy, go-to-market strategy, commercial due diligence, and corporate restructuring. Murat received a B.S. in Electrical and Electronics Engineering from Bogazici University in Istanbul and an M.B.A. from The Wharton School at the University of Pennsylvania. 

    November 2
  • FINRA Foundation's finding that nearly nine out of 10 adults have financial worries presents advisory practices with a basic yet pressing question.

    November 2
    An empty wallet with bills to pay
  • Chris Denver is a director at Stout. He has over 20 years of experience assisting domestic and international publicly traded and privately held companies with complex accounting and financial reporting issues, such as debt and equity issuances, share-based payment arrangements, purchase accounting, revenue recognition, earnings per share, and the adoption of new accounting standards.

    November 2
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  • Competition for the business of family offices is heating up. From fine art to compliance, here's what some of their needs look like today.

    November 1
    Binoculars and money, wealth
  • Dillon Clair is the director of state advocacy and litigation at the ERISA Industry Committee.

    November 1
  • Legal experts think these challenges to the agency's constitutionality, virtually unthinkable a decade ago, now have a chance of success.

    November 1
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  • J.D. Power ranked 16 annuities in terms of customer satisfaction. Here are the winners and losers.

    November 1
  • Damien Carrillo is vice president of operations at AudioEye.

    November 1
  • Tax

    Taxpayers will now have through Jan. 10, 2025, to fix a refund claim.

    November 1
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  • President of Advice and Wealth Management Greg Cornick unveiled lower advisory expenses in front of a record number of attendees at the firm's conference.

    November 1
    Osaic President of Advice and Wealth Management Greg Cornick