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.
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Justin Brownlee started an RIA targeting energy, oil and gas employees. His hyperspecific marketing tactics have helped grow the firm into a thriving niche.
May 22 -
Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.
May 21 -
A bipartisan proposal to create a 75-year sovereign wealth fund for Social Security is not promising, according to Boston College researchers.
May 21 -
According to a recent survey by Janus Henderson, 79% of clients said they would be upset to learn an advisor used AI without telling them.
May 21 -
FIS regularly hears from RIAs and banks with wealth management departments about the need to have better mobile apps and other digital doorways to their services. A new partnership with InvestCloud is designed to provide just that.
May 20 -
Bill Hamm's Independent Financial Partners took a rare step in 2019 when the firm left LPL to launch its own brokerage. Now it's offering an interesting recruiting pitch to financial advisors.
May 20










