TwinFocus works with ultra-high-net-worth individuals, many of whom built first generation wealth. The firm is trying to bring them real estate investment opportunities while avoiding today’s high leverage costs.

  By NB  Oct 7, 2023

Genstar, which first took a majority stake in Cetera in 2018, remains the majority shareholder in the broker/dealer network.

  By NB  Oct 7, 2023

With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the impact on rec

  By NB  Oct 7, 2023

Despite a vast array of offerings, only a handful of strategies consistently move the needle.

  By NB  Oct 7, 2023