Finance News

Q&A: 55ip CEO Paul Gamble

The fintech startup leader spoke about operating 55ip before and after being acquired by J.P. Morgan Asset Management, the company’s burgeoning relationship with Raymond James Financial, using machine learning, monitoring changes in tax law and more.

logo.png  By NB  Jan 30, 2024

Wealth Management Invest: How Private Markets Are Becoming More Accessible

Hamilton Lane's Steve Brennan discusses the benefits of private markets and the evolution of the space.

logo.png  By NB  Jan 30, 2024

The Self-Healing Mechanism of Risk Assets

Falling valuations mean that future expected returns are higher.

logo.png  By NB  Jan 30, 2024

Franklin Templeton Riding Convergence Wave as It Integrates Putnam

And why that’s important for RPAs and wealth advisors.

logo.png  By NB  Jan 30, 2024