Search results for Equity Management

Scale Your Equity Management as Your Company Grows With the Right Tools

In today’s highly competitive hiring market, aggressive growth companies are doing everything they can to attract and retain top talent. That means offering equity compensation pla...

4 Reasons Broker Flexibility Is a Must for Equity Management

Learn Why Certent Equity Management is the Right Choice as Your Equity Management Broker Platform Many of the biggest equity management platforms are broker-owned and will often re...

Equity Plan Administration: Key Challenges and How Outsourcing Solves Them

Managing equity plan administration is one of the most complex, high-stakes responsibilities in any finance or HR function. From tracking vesting schedules and processing equity aw...

Efficiently Scaling Your Cap Table: A Look at Equity Management Solutions

A cap table is critically important for emerging companies, but it can quickly become very complicated. A cap table (short for “capitalization table”) is a list of the ownership sh...

Portfolio-Level Risk Management Through Equity Isolation

US Government Equity and Equity-Linked Investments in Critical Minerals

Federal equity and equity-linked instruments have become embedded in the sector’s financing architecture, with direct consequences for M&A structuring, capital formation, liabi...

Equity LifeStyle Properties: A Structural Compounder Trading At A Discount

Merchant Invests in Emerge Business Management

The deal is part of Merchant’s broader strategy to invest in wealth management-adjacent services it can offer its advisor network.

Sound Point Meridian Capital Preferreds: Inadequate Compensation For Embedded Credit Risk

EQB boosts multi-unit lending amid push into rental housing

Lender funded $4.3B in insured multi-unit loans in 2025, with most tied to affordability-focused CMHC programs

$6.5B Sowell Management Sells Minority Stake to Merchant

Merchant’s investment will fund Sowell’s new Advisor Partnership Program, providing equity and growth capital.

Zephyr's Adjusted for Risk: Rethinking Risk - Why Smart Asset Allocation in Emerging Markets Matters

VanEck's Ed Lopez on why longer-term fundamentals like improving fiscal positions, central bank credibility, attractive valuations and de-dollarization trends support increased EM...

Tax-Managed Long-Short Strategies Gain Traction. Are They Worth the Risk?

Asset managers are rolling out long-short equity strategies to help investors offset capital gains, but the approach comes with higher fees, leverage risks and tracking errors.

Structuring an Employee Tender Offer Program: Key Considerations for Private Companies

Private companies are increasingly establishing recurring tender offer programs to provide employees with liquidity on vested equity. What was once an ad hoc exercise is becoming a...

Zephyr's Adjusted for Risk: Unlocking the Secrets to Profitable Farmland Investment Strategies

Homestead Capital’s David Chan covers U.S. farmland investing, covering equity vs credit approaches, permanent vs row crops, return drivers, inflation-hedging and diversification b...

Equity is the new battleground, and servicers are ready to steal your past clients

Servicers are aiming for 90% retention of their customers

T&E Inner Circle: Expert Sessions

Zephyr's Adjusted for Risk: Mike Khouw on Options for Income and Risk Management

YieldMax ETFs strategist and CNBC contributor Mike Khouw discusses option overlay strategies, including single-stock option income ETFs and what they mean for advisors and investor...

MPS allocation review: US equity exposure eases as active managers turn to Asia and EMs

This series of quarterly articles examines asset allocation trends at the extremes of the MPS risk spectrum, as well as which portfolios had the most adviser recommendations.

RECLAIM Part III: Equity and Clarity Are the Foundation of a High-Performing Law Firm

In my last two articles, I introduced the RECLAIM model as a cultural operating system for law firms, and then explored the first element of the model: Respect. This month, I turn...

Zephyr's Adjusted for Risk: Unlocking the Potential of Alternative Real Estate Investments

Argosy Real Estate Partners co-CEO David Butler covers lower middle-market real estate investing and current themes including a post-2022 pricing reset, improving debt-market liqui...

Land management company EagleRock raises about $320 million in US IPO

(BOE Report) – EagleRock, a land and resource management company that collects royalties and fees from oil and gas ‌production […]

Grantd Launches Platform to Help Employees Understand Their Equity, Build Confidence in Their Financial Plan, and Connec...

New Platform Gives Every Equity Recipient a Personalized View of Their Awards — and a Clear Path to Understand, Act, and Get Advice on Them DENVER, April 21, 2026 /PRNewswire-PRW...

Ritholtz Wealth Launches Equity SMA With Franklin Templeton

The RIA's new Porterhouse strategy will screen Russell 1000 companies monthly for strong earnings and cash flows, concentrating capital in high-conviction names.