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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Nearly one out of three advisors at independent broker-dealers has thought about going solo in the past year, a new survey finds.
10h ago -
Raymond James' outgoing CEO Paul Reilly and incoming CEO Paul Shoukry talk on their long-term strategy that led to growth, challenges ahead with PE buyouts and an $800M technology budget.
10h ago -
The general categories represent a starting point for RIAs that may be trying to figure out how they fit into a buyer's long-term plans, a Datos Insights study says.
May 2 -
Here's what advisors at the $2 million production level can expect to earn at large and regional firms
May 2 -
Back in December 2023, Wall Street was hoping for rate cuts early and often. But as of May 2024, "higher for longer" seems to be the new policy — at least for now.
May 1 -
The merger "will fundamentally transform the RIA ecosystem," tru CEO Craig Stuvland says.
May 1