Sharely is led by founder and chief executive Soraya Depowski, a former Goldman Sachs vice president and senior technology product manager. In late 2024, Sharely revealed it was accepted into the Bank ...

Natasha Pfeiffer helped steward retirement plan-focused RIA SageView through its sale to Creative Planning last year. She previously worked with Alaris CEO Allen Darby at United Capital Financial ...

Snyder was the principal alternatives investments gatekeeper at the RIA. He joined the firm as an associate on the team in ...

Callaway Cloud Consulting is led by chief executive Brandon Gage, a founding member of early RIA aggregator United Capital.

The AIM-listed group reported operating and Ebitda losses, as it opted for a 'shorter, more contemporary brand.' ...

The investment seeks as high a level of current income exempt from federal income tax and New Jersey personal income tax as the advisor believes is consistent with preservation of ...

Advisors who custody with Vanguard-owned Altruist can now allocate to pooled investment vehicles which buy shares in late-stage private companies before they IPO.

Woods told Citywire that Level Four intends to become an 'aggressive' suitor of sub-$3bn RIAs and high-producing wirehouse advisors.

UK advice and investment management firm W1M is majority owned by private equity firm Lovell Minnick Partners.

AllianceBernstein (AB) has named Julie Gunts as its new global head of ETFs. Gunts was previously AB’s global head of ETF strategy and partnerships. Casey Hatch, who was a senior vice president on the ...

Miami-based Corient, which manages about $572bn in assets globally, is controlled by Mubadala Capital, an affiliate of the Abu Dhabi Investment Authority. Historically, Corient was the wealth ...

The German bank recruits former UBP head of Asia private markets group boss as head of alternative investment specialists for ...