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 ...

In cases of rejection, it’s important to focus on what students and their parents can control—making the right decisions ...

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 ...

U.S. taxpayers with foreign income face a complex interplay of tax obligations, including the potential to offset foreign ...

A lot of RIAs have been buying up retirement plan-focused firms as they make big pushes into that space. That’s not what ...

The right estate planning approach can result in a significant, tax-efficient transfer of your client’s wealth.