Finance News

The Ten Best Business Books of 2023 for Advisors

This year’s crop includes major books by two of the best business writers working today.

logo.png  By NB  Dec 7, 2023

Heckenberg’s New PE Firm Makes First Investment in $2.6B AlphaCore Wealth Advisory

Constellation Wealth Capital has purchased a minority stake in the alts-focused, technology-driven California RIA.

logo.png  By NB  Dec 7, 2023

Navigating Opportunities in Direct Lending: Insights from Therese Icuss

Therese Icuss, managing director, portfolio management and underwriting, Fidelity Investments, unlocks the vast potential of the U.S. and China middle market, Fidelity's unique approach to bespoke portfolios, and prioritizing client success in the fi

logo.png  By NB  Dec 7, 2023

Maximizing Returns and Minimizing Risk: The Strategic Role of Private Equity in Investment Portfolios

Mike Bailey, consultant at Fidelity Technologies Corporation, shares insights into private equity's superior performance, market differentiation, and diversification benefits.

logo.png  By NB  Dec 7, 2023