Finance News

Q&A: AlTi Global CEO on Going Public in a Challenging Market

Michael Tiedemann talks about taking two companies public via SPAC, raising capital and what he and his partners are building at AlTi Tiedemann Global.

logo.png  By NB  Apr 10, 2024

LPL Adds $300M Kentucky Team from Ameriprise

The Somnio Wealth team in Louisville, Ky., joins LPL after 14 years with Ameriprise.

logo.png  By NB  Apr 10, 2024

AmeriFlex Group Adds 16 Advisors, $1.9B in Q1

Waverly Advisors has added three teams and almost $2.5 billion this year, while Fortis Capital picked up a Chicago practice helmed by a father/daughter team.

logo.png  By NB  Apr 10, 2024

Surge Ventures Makes Its First Acquisition

The acquisition, Kovair, has a portfolio of products and tools for supporting application and data management.

logo.png  By NB  Apr 10, 2024