Only a small fraction of firms have increased their use of client testimonials and endorsements in the wake of the SEC’s updated marketing rules, according to a recent Investment Adviser Association survey.

  By NB  Jul 16, 2023

Focus Financial shareholders voted overwhelmingly to approve a take-private sale to private equity firm CD&R but were less enthusiastic about executive compensation.

  By NB  Jul 16, 2023

Altrata Billionaire Census 2023: 3,194 Billionaires, 3.99 Million with > $5 Million, Top Billionaire Sector is Banking & Finance, Top 5 Cities with Most Billionaires New York, Hong Kong, San Francisco, Moscow & London Altrata has released the

  By NB  Jul 15, 2023

Executives from Armada ETF Advisors discuss the challenges and opportunities ahead for a new real estate ETF.

  By NB  Jul 15, 2023