Evercore to buy advisory firm Robey Warshaw for $196 million
Deal will give US investment bank a foothold in lucrative European market.
Terror at Blackstone: The harrowing hours at 345 Park Avenue
Asset manager’s president Jon Gray recalls how Monday’s tragedy unfolded.
Gates and Buffett’s Giving Pledge is 15 years old, but many signatories are richer than ever
New report examines the impact that the initiative has had on philanthropy.
Americans stay the course on 401(k) savings despite inflation fears
Few feel confident that they will meet their retirement goals.
What advisors need to know about SECURE 2.0’s impact on retirement income planning
Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.
EToro to tokenize US stocks on Ethereum network for 24/7 trading
Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a…
Advisors object to canceled Schwab letter targeting high-net-worth RIA clients
Schwab canceled a planned campaign promoting in-house services to investors with $1 million or more in Schwab retail accounts, following…
GTCR to acquire FMG Suite, expanding its wealth tech portfolio
The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise…
$29B Lido Advisors expands in Utah with Olympus Wealth Management
The privately backed RIA’s newest partner firm brings $850 million in assets while giving it a new foothold in the…
Bluerock interval fund could trade at ‘substantial discount’ after it lists, company says
At the end of May, the Bluerock Total Income + Real Estate Fund said the net asset value, or NAV,…