Atish Davda is EquityZen's CEO, former quant at AQR Capital and a Penn alum who loves FinTech, Python, traveling and tennis. The secret is out about private markets. BlackRock’s recent announcement ...

Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent ...

It's another day, another flurry of recruitment moves in a busy week, with Osaic landing an $800 million one-two against LPL while New York-based Sapient Capital hailed a heavyweight advisor from ...

The latest additions in Texas cap off what was an active 2025 recruitment season for Wells Fargo's private client group.

An industry lawyer is questioning JPMorgan's decision to file a lawsuit during the holiday week against a former private client advisor accused of trying to poach clients for an industry rival.

For the third time in three months, JPMorgan is suing one of its former branch-based advisors after alleging he's trying to take his book of business to a rival firm. According to the complaint, ...

There is no question private markets have exploded. What was once a niche asset class for institutions and the ultra-wealthy has become a core part of modern wealth management. Global private markets ...

FINAL –10/24 Bank of the West Wealth Management Launches New Private Client Services Model SAN FRANCISCO – Oct. 24, 2011 – Bank of the West Wealth Management has launched a new private client services ...

Omaha, Neb.-based Carson Group has launched a private client services group and hired four leaders in high-net-worth services, estate planning, advisor development and M&A to support the firm’s ...

Helping clients understand the risks, rewards, and realities of investing beyond the public markets Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various ...

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits your situation best Written By Written by Staff Money Writer, WSJ | Buy Side ...