Have you been hearing more from clients about private-market investing? You’ve likely heard the buzz about the increasing accessibility of private markets to retail investors. The boom in the private ...
An industry lawyer is questioning JPMorgan's decision to file a lawsuit during the holiday week against a former private client advisor accused of trying to poach clients for an industry rival.
Survey points to a disconnect between high-net-worth demand for sophisticated tax guidance and the relatively limited role of ...
20 - Exempt - (Min: $72776 Max: $111323) Hours / Schedule: 8:00 AM -- 5:00 PM Description: Serves as a support system for his/her assigned Sr. Relationship Manager. Cultivates and maintains ...
For the third time in three months, JPMorgan is suing one of its former branch-based advisors after alleging he's trying to take his book of business to a rival firm. According to the complaint, ...
NEW YORK--(BUSINESS WIRE)--Opto Investments (“Opto”), the technology-enabled solution expanding private markets access for independent investment advisors, announced today a strategic partnership with ...
Private markets captivate investors with their promise of higher returns and diversification. As private equity and credit offerings continue to evolve and gain media attention, what do financial ...
A former JPMorgan Chase & Co. private client advisor who jumped ship to Wells Fargo & Co. agreed to temporarily stop soliciting clients from his former book worth more than $250 million while an ...
Atish Davda is EquityZen's CEO, former quant at AQR Capital and a Penn alum who loves FinTech, Python, traveling and tennis. The secret is out about private markets. BlackRock’s recent announcement ...
Frank Smith is CEO of Private Advisor Group, a national independent financial firm with over $35.2 billion in AUM as of June 30, 2024. The firm leverages its resources to deliver strategies positioned ...
AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan ...
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