Startups may no longer be exciting and the middle-stage firms are where all the activity is. In this session from Arizent's InVest conference, FIN editor and publisher James Ledbetter sat down with Lightyear Capital managing director Max Rakhlin, Centana Growth Partners partner Benjamin Cukier, Information Venture Partners general partner and co-founder Robert Antoniades, and David Jegen, managing partner of F-Prime's Tech Fund, to discuss new opportunities for venture capitals and private equity firms in wealth management.
-
The Internal Revenue Service and the Treasury issued final regulations on the new Roth catch-up contribution rule from the SECURE 2.0 Act.
7h ago -
In an earlier than usual announcement, UBS said it will update its 2026 compensation grid for U.S. advisors, aiming to curb departures and encourage more work with high net worth clients.
7h ago -
Older and younger Gen X clients have very different needs, goals and outlooks. Advisors who treat them as one group risk missing the mark.
8h ago -
Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.
September 15 -
As the Fed nears a potential rate cut, bearish sentiment is rising. Here's how to keep pessimistic clients from exiting the market.
September 15 -
In its third suit in as many months, JPMorgan is accusing a former advisor of using its banking referrals to build a book of business and then trying to abscond with those clients to a rival firm.
September 15