Finance News
Kovitz Adds $3.5B Firm, Creative Planning Picks Up $1.8B in AUM
Focus "hub” firm Kovitz is buying a partner affiliate in Chicago, while Creative Planning scoops up a Texas team.
By NB
Apr 3, 2024
$447 Billion BNP Paribas Private Bank Launches Onshore Wealth Management in Thailand, Target to Increase Relationship Managers Covering Thailand & AUM
$447 Billion BNP Paribas Private Bank Launches Onshore Wealth Management in Thailand, Target to Increase Relationship Managers Covering Thailand & AUM by 3x In the Next 3 Years, Thailand is Southeast Asia 2nd Largest Economy with $495 Billion GDP &
By NB
Apr 2, 2024
Embracing Discomfort is Critical to Sustain Organic Growth
It's time for RIAs to break free from the comfort zones that have defined the industry for many decades.
By NB
Apr 2, 2024
Net Lease Sector Anticipates More Velocity Ahead for 2024
Investor interest in single-tenant net lease properties remains strong, signaling optimism for the 2024 market outlook.
By NB
Apr 2, 2024