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1. • 

     Advisor M&A Ticks Back Up as Industry Faces ‘Succession Crisis’

     Barron s Online· 2 days ago

     Smaller advisor practices are accounting for more acquisitions in the registered investment advisor...

2. • Stuart H. Coleman

     The National Law Review· 6 days ago

     Stuart Coleman has counseled registered funds and their independent board members and market-leading investment advisers for more than 35 years, through ...

3. • Balance Point Announces its Investment in John Staurulakis, LLC

     WPRI Providence· 1 day ago

     Balance Point Capital Advisors, LLC ("Balance Point"), in conjunction with its affiliated funds, Balance Point Capital Partners....P., and Balance Point Capital Partners VI ...

4. • 

     SEIA Announces Largest Deal Since Reverence Investment

     WealthManagement.com· 1 week ago

     Signature Estate & Investment Advisors, a Los Angeles-based registered investment advisor backed ...

5. • JD Supra: Does a Private Fund Need a PPM?

     JD Supra· 1 day ago

     The short answer is no. A private investment fund (whether a venture capital fund, private credit fund, private equity fund, hedge fund ...

6. • 

     iCapital Launches its First Model Portfolio

     WealthManagement.com· 5 days ago

     Alternative investment platform iCapital has launched its first model portfolio. Called iCapital Multi-Asset Portfolio, it will allow financial advisors...

7. • 

     Top Tips for Updating Your 2024 Compliance Program | JD Supra

     JD Supra· 2 weeks ago

     Every year compliance officers face the unenviable job of performing their compliance program's...

8. • Altruist Raises Another $169M As It Competes to Win RIAs | PLANADVISER

     PLANADVISER· 3 days ago

     Altruist, a custodian for registered investment advisers, revealed Monday it secured another $169 million in Series E funding, spearheaded by ICONIQ Growth ...

9. • 

     Focus Financial Partner Firms The Colony Group and Buckingham to Merge

     Barrons.com· 4 days ago

     Buckingham Strategic Wealth and The Colony Group, two of the largest firms in Focus Financial...

10. • 

      While institutions own 26% of Acrivon Therapeutics, Inc. (NASDAQ:ACRV), private equity firms are its...

      Simply Wall St. via Yahoo Finance· 2 days ago

      Key Insights Significant control over Acrivon Therapeutics by private equity firms implies that the...