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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In this month's Financial Advisor Confidence Outlook, advisors' feelings about the overall economy and practice performance were up. That optimism could be fleeting.
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In a field with very high rates of attrition, financial planners are finding pillars of support in study groups as they work to reach more young customers.
9h ago -
Former Morgan Stanley broker Kathy Frazier sued the firm in 2015 and was later joined by six other Black plaintiffs who also alleged they had been systematically excluded from the best advisory teams and client leads.
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Financial Planning's second annual ADVISE AI conference, taking place Oct. 28-29 in Las Vegas, will delve into how the emerging technology continues to revolutionize the industry.
October 6 -
Rick Meyers, head of client and advisory at Bernstein Private Wealth Management, looks to recruiting, training and possibly even acquisitions to further the firm's wealth management ambitions.
October 6 -
Building a multigenerational practice speaks to some of the highest ideals of a planner's professional calling, speakers at a CFP Board conference said.
October 6