Montreal-based alternative asset manager Sagard has hired Dayna Kleinman of Monroe Capital as head of its U.S. Wealth division, responsible for launching and distributing investment products to the ...

Energea, a global leader in solar energy infrastructure investing, today announced it has launched new share classes for its existing strategies in the private wealth channel. These new offerings will ...

Bill Morrissey, who was hired three years ago to grow Atria's independent channel, is the latest to leave LPL Financial ...

ABS Global Investments, an $8.8 billion investment management firm based in Greenwich, Conn., today announced the appointment of Steve DiMaio as head of private wealth management. The hire comes as ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Managing wealth is important for everyone, regardless of financial status, but especially for those looking to pass assets along to the next generation. As an Independent Registered Investment Advisor ...

After decades of wooing institutional investors and the super wealthy, private equity firms have chosen a difficult task: convincing legions of retail advisors and their investors that private ...

Hightower built a national network of wealth management practices by promising the advisors who joined it a significant amount of independence in how they run their businesses. Now, the Chicago-based ...

The $5 trillion hedge fund industry is backed by some of the biggest pools of money in the world — pensions, endowments, and sovereign wealth funds. But those big-name institutions are facing a cash ...

Hightower built a national network of wealth management practices by promising the advisors who joined it a significant amount of independence in how they run their businesses.