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Full Service Family Office Prioritizes Tax Efficiency
ETF.com via Yahoo Finance· 1 year agoThis article is part of a new series from ETF.com highlighting financial advisors. Vance Barse is...
William Blair bolsters Philadelphia team
Private Banker International via Yahoo Finance· 2 weeks agoFernberger comes with managing director and wealth adviser James Fernberger, as well as Alex and Zach Fernberger, both managing directors and wealth...
Meet an Advisor — Vance Barse
ETF Trends via Yahoo Finance· 1 year agoExchange is coming February 5–8, so Evan Harp is talking with some of the advisors who will be there. Today’s edition is focused on Vance Barse, founder...
Cerity Partners Adds OCIO Business to Bring Assets Close to $100 Billion
Barrons.com· 2 months agoBEST PRACTICES Cerity Partners, a large registered investment advisor based in New York, is merging...
Memphis People in Business: June 30, 2022
The Commercial Appeal via Yahoo News· 2 years agoHere's a look at promotions, hirings, movers and newsmakers in the Memphis area business scene: Awards were presented May 14 during the 173rd...
Your Ultimate Guide to Financial Advisor Conferences for 2023 & 2024
SmartAsset via Yahoo Finance· 9 months agoAttending wealth management and investment conferences can be a great opportunity to network and get...
Kimmeridge Closes $1B Fund for Unconventional North American Assets
Hart Energy via Yahoo Finance· 10 months agoKimmeridge Energy Management Co., an energy alternative asset manager, closed a $1 billion fund for...
3 Best Janus Mutual Funds to Invest In
Zacks via Yahoo Finance· 8 months agoJanus Mutual Funds, managed by the well-established Janus Capital Group, Inc., is based in Denver, CO. It has $322.1 billion in client assets under...
KKR's Pete Stavros just blazed a new trail for private equity by closing the sale of C.H.I Overhead...
Business Insider via Yahoo Finance· 2 years agoKKR's Pete StavrosKKR Insider's Banker of the Week series appears in 10 Things on Wall Street. Sign...
Big Finance is taking over Big Sports. From Josh Harris to Steve Cohen to David Blitzer, here are...
Fortune via Yahoo Finance· 10 months agoForget regular old billionaires, or retired captains of industry. Chances are these days that your...