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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The arbitration award comes amid the industry's aggressive push to make sure departing wealth managers pay back money owed on recruiting loans.
8h ago -
GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.
July 9 -
Retirement advisors' confidence in the economy broke even in July, but a closer look shows rising anxiety.
July 8 -
The Internal Revenue Service has stepped up efforts to combat dubious tax advice promoting schemes involving the Fuel Tax Credit, the Sick and Family Leave Credit, and household employment taxes.
July 8 -
Firms that haven't been afraid of generous recruiting offers have shown the greatest growth in recent years.
July 8 -
Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.
July 8