Finance News
PE Firm Carlyle Takes Minority Investment in Captrust
Fielding Miller, Captrust’s CEO, will continue to lead the firm and will remain the largest individual shareholder.
By NB
Sep 20, 2023
Shaping Future Success: Financial Advisors Embrace Convergence, Growth, and Technology
Thursday, October 12, 2023 | 2:00 PM ET
By NB
Sep 20, 2023
FAFSA Is Getting a Makeover, Here's What You Need to Know
The form that students and their parents use to apply for financial aid has been revamped for the 2024-25 school year.
By NB
Sep 20, 2023
RIA Roundup: Dakota Wealth Management Grows to $3.8B with Jonathan D. Pond Acquisition
Dakota Wealth, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty Financial Partners announced some executive changes.
By NB
Sep 19, 2023