Michael Nathanson has led the company since April 2024. Prior to that he led The Colony Group, one of its predecessor firms.

How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across ...

Nonequity partners were the least productive lawyers and the lowest contributors to overall firm profitability in the past ...

Cary Carbonaro shares how empathy and communication help advisors better serve women clients and prepare for wealth transfer ...

NEW YORK, Dec. 03, 2025 (GLOBE NEWSWIRE) -- Arax Investment Partners (“Arax” or the “Company”), a premier wealth management firm backed by RedBird Capital Partners (“RedBird”), is pleased to announce ...

Jan Timmermann, Malvinder Singh and Rakhi Williams join the firm as Senior Managing Directors and Irina Bakanova joins as a Managing Director. Their arrival strengthens the firm’s investment in its ...

For the first time, a registered investment advisory firm requires at least $10 billion in assets under management to make the list of the 20 largest fee-only firms in the U.S. In fact, Chicago-based ...

Alex Lubar, global chief executive at DDB Worldwide, has left the Omnicom Group advertising agency network to become chief executive officer at Fundamentalco, a brand consulting firm that caters to ...

From private credit to stablecoins, firms with scant oversight have been allowed to gobble up business that formerly went to regulated banks. Until balance is restored, the system is overburdened with ...

Reynolds Jet has appointed Rex Bevis as Executive Vice President and Chief Financial Officer (CFO), adding extensive aviation finance expertise to its executive leadership team. Bevis brings more than ...

EL SEGUNDO, Calif., Nov. 11, 2025 /PRNewswire/ -- Financial Finesse, the company that founded the financial wellness industry in 1999, announced today the appointment of Amar Sharma as Vice President ...