Finance News
Diversify Expands Investment Management Capabilities
The platform now includes more than a dozen fee-based alternative strategies, a comparable number of globally diversified passive strategies and five internal SMAs.
By NB
Mar 16, 2024
Q&A: Bob Oros Reflects on 5 Years of Growth at Hightower
After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.
By NB
Mar 16, 2024
The Diamond Podcast for Financial Advisors: What Advisors Should Focus on to Maximize the Value of Their Practice
Dan Seivert of ECHELON Partners offers perspective to help advisors better understand their business’s value drivers and how to maximize each, even if you aren’t interested in going independent or selling your business.
By NB
Mar 16, 2024
PPC LOAN 2024 M&A Lending Report
Insights into the uses of traditional debt within advisor M&A.
By NB
Mar 16, 2024