iCapital to Acquire AI-Powered AltExchange to Enhance Data Management Capabilities

October 30, 2024

Kestra Financial Lures $1.4 Billion Wealth Empowerment Financial Strategies

October 30, 2024

Cerulli: Top 25 Firms Control 93% of the Broker-Dealer Market

October 3, 2024

LPL Adds Ex-Ameriprise Team Serving $650 Million in Assets

September 16, 2024

Kestra Financial Grows Partnership With iCapital to Enhance Advisers’ Alts Offerings

September 13, 2024

HMC Capital Limited Completes Acquisition of Alts Management Platform StratCap

September 10, 2024

LPL to Acquire The Investment Center, Serving $9 Billion in Assets

September 4, 2024

Cetera Financial Adviser Teams Join LPL, Bringing $350 Million in Combined Assets

August 28, 2024

LPL Introduces Tech Consulting Service to Reduce Common Barriers to Technology Utilization and Effectiveness

August 19, 2024

Leon Capital Opens Offerings to Third-Party Investors Via iCapital Partnership

August 7, 2024

Inland Appoints Investment System Strategies Lead as Next Chief Information Officer

August 6, 2024

With the Explosive Growth of Private Credit, These Are Interesting Times for Valuation Professionals

August 2, 2024

Ultimus Launches Registered Alternatives Gateway Platform

July 24, 2024

iCapital Announces Partnership With Arax Investment Partners RIA

July 22, 2024

Lighthouse Life Acquires Life Settlement Industry Advertising Brand

July 15, 2024

Bain Capital to Buy Wealth Management Tech Firm Envestnet for $4.5 Billion

July 11, 2024

FINRA Reminds Members of Rules When Using Generative AI

July 8, 2024

Sanctuary Wealth Appoints Chief Technology Officer to Capitalize on AI, Emerging Solutions

May 28, 2024

Groma Launches Second Boston Area, Multifamily Closed-End Fund

March 28, 2024

Groma Launches Its Third Boston-Based DST Offering

March 14, 2024