Finance News

2024: The Year of the Creative RIA Deal

Advisor Growth Strategies expects new players to enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.

logo.png  By NB  Dec 23, 2023

Tech Trends In Wealth Management To Watch In 2024

Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as storylines to look out for in the coming y

logo.png  By NB  Dec 23, 2023

Big Banks Are Copying From Private Credit’s Playbook

Wall Street has lost out on billions in fees as direct lenders lured away corporate borrowers. The future of their leveraged lending businesses depends on how they adapt.

logo.png  By NB  Dec 23, 2023

The Top ETFs of 2023

This list includes the best-performing ETF from the top sector sub-categories of the past year.

logo.png  By NB  Dec 23, 2023