Sagard Holdings will target Canadian accredited investors with at least C$1 million ($695,000) in financial assets or more ...

Tony Smith of Stonegate Investment Group discusses transitioning from UBS after 14 years and $4.4 billion in AUM to ...

More than 100 continuation funds were raised between 2019 and 2021. Now, some are running into trouble amid a sluggish ...

By creating the iCapital Investor Passport using Parallel Markets’ technology, the firm hopes to make complying with AML ...

1. Stay because you get equitable value from your firm.

Corient, the Miami-based U.S. subsidiary of the Canadian firm CI Financial, has acquired a New York-based multi-family office ...

Farther was founded in 2019 and has raised more than $118 million in total funding, including a $72 million Series C round ...

As the wildfires rage unabated across the Los Angeles region, causing billions in damages, some financial advisors are ...

As the regulatory landscape shifts in 2025, financial advisors must be prepared for the challenges and opportunities ahead. This live webinar will explore key compliance trends, regulatory updates ...