Finance News
For Muni Investors, It's Been a Dry January
In November, municipal bonds gained 6.35%, their best single month since August 1982. In January, munis posted a loss of 1.05%.
By NB
Feb 1, 2024
The Word on WealthTech for February 2024
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
By NB
Feb 1, 2024
Duran's Rise Growth Partners Raises $250M
Private equity firm Charlesbank, which also owns a stake in Lido Advisors, will be a majority owner of the firm; the capital will be used to invest in Rise Growth's targeted RIAs.
By NB
Feb 1, 2024
David Canter Joins CAIS as Strategic Advisor
Canter will support RIA outreach for the digital alternative investments platform.
By NB
Feb 1, 2024