Finance News
Atria Completes Acquisition of Kestra’s Grove Point Financial
The addition of Grove Point brings Atria Wealth Solutions to almost $120 billion in assets across seven subsidiary businesses.
By NB
Sep 7, 2023
Adjusted for Risk: SuperReturn's Dorothy Kelso Shares her Insight into Private Markets
Dr. Dorothy Kelso, brand strategy director and global head of SuperReturn, discusses how the current investment and macro environment are causing headwinds for private markets.
By NB
Sep 7, 2023
Create Successful Connections Using Client Personas
Personalize your marketing strategy to attract the clients you want.
By NB
Sep 7, 2023
$4.5B Bank of America Private Bank Team Joins Fidelis Capital
The five-person team brings 70+ years of experience serving wealthy clients, family offices and institutions to the year-old Fidelis.
By NB
Sep 7, 2023