Private equity and venture capital investments will likely remain the most popular alternative assets among advisors, ...

The firm’s CEO cited a “very competitive” recruiting market in 2024, but forecasts a better 2025 as longer-term efforts pay ...

OneVest aims to expand into alternative investments, providing enterprises with tools to diversify client portfolios in a ...

OneVest, a comprehensive wealth management technology platform, today announced the closure of a $20 million USD Series B equity funding round. The round was led by Salesforce Ventures, with ...

April Rosenberg is based in the firm’s San Diego office and reports to Eric Voisin, managing director, Wealth Management ...

Logic Capital Management manages over $400m in assets, providing tailored financial planning and investment management.

Kenneth Chavis IV, a senior wealth advisor at Versant Capital Management, is helping to build out the firm’s family office ...

The deal extends Mission Wealth's footprint into Houston while boosting it to $10.6 billion in assets under management.

The ever-changing landscape of artificial intelligence promises new innovations for financial advisors, but it also brings ...

Arax Investment Partners, which is backed by RedBird Capital Partners, has acquired Cedrus Financial, a Littleton, Colorado-based wealth management and investment advisory firm. No financial terms ...