The National Venture Capital Association (NVCA) frequently spotlights its members, offering insights into the diverse personalities, strategic perspectives, and driving convictions shaping the venture capital industry. A recent feature illuminated…
Atlanta-based HB Wealth, a prominent fee-only registered investment advisor (RIA) with a substantial $33 billion in client assets under management, has significantly expanded its footprint with the strategic acquisition of…
Concurrent Investment Advisors, a prominent hybrid registered investment advisor (RIA) operating a 1099 independent contractor platform, has announced a transformative acquisition of Spire Investment Partners, a $5.4 billion RIA platform.…
Cerity Partners, a prominent New York-based registered investment advisor (RIA) managing over $160 billion in client assets, has officially announced its strategic acquisition of Gilbert & Cook, a well-established wealth…
Godrej Wealth, the burgeoning wealth management arm of the Godrej Industries Group, is poised for a significant expansion into India’s dynamic asset management sector, with plans to launch its own…
The U.S. Securities and Exchange Commission (SEC) is actively engaged in discussions and preparations for a significant evolution in the nation’s capital markets: the potential expansion of trading hours to…
Atlanta-based registered investment advisor (RIA) Merit Financial Advisors, a rapidly growing firm managing $30.1 billion in assets, has announced a significant strategic expansion with the acquisition of financial advisor Tim…
Wealth Enhancement Group has announced the acquisition of Arbor Capital Management, a distinguished registered investment adviser based in Alaska, significantly bolstering its presence and service offerings in the region. This…
Tyree & D’Angelo Partners, a prominent lower mid-market buyout firm, is reportedly on the cusp of closing its sixth flagship fund, a development that is expected to nearly double the…
The US Securities and Exchange Commission (SEC) is advancing a significant regulatory initiative aimed at democratizing access to private markets for retail investors and broadening the scope for investment advisers…
