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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Snow Pine Private Wealth is the latest in a string of advisory groups to jump from UBS to Wells Fargo.
8h ago -
The lawsuit claims ShinyHunters, a prominent cybercrime group behind breaches at other wealth firms, exposed personal information after its ransom demands were refused.
9h ago -
The sales pitch that private equity funds outperform publicly available investments is drawing much more skepticism. Here are the murky signals in the sector.
9h ago -
New Tax Foundation research reveals which households and regions gain most from President Donald Trump's One Big Beautiful Bill Act.
March 4 -
Tom Cleary and Robert Whittington return to Morgan Stanley to start Southeast Wealth Management Group in Orlando, Florida.
March 3 -
From reducing cognitive load to rethinking meeting formats, small changes can lead to big improvements for some clients.
March 3




