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Raymond James said it has closed a dozen investments and has 100 advisors in talks about a capital raise as part of its year-old program.
The transcript from this week’s, MiB: Lawrence Calcano, iCapital CEO, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podc...
This week, I speak with Lawrence Calcano, chairman and CEO of iCapital, about how he helped build the company into one of the globe’s leading platforms for alternative invest...
The Los Angeles wealth advisory firm has added Jackson Hole Capital Partners, which brings a team of six partners focused on alternatives.
A federal judge in Alexandria approved a $425 million settlement for Capital One customers alleging deceptive interest rates on 360 Savings accounts. The post Judge approves $425M...
NEW YORK—Bain Capital and Smith Hill Capital announced the completion of a $94 million refinancing for the renovation and rebranding of a 281-key hotel to be reimagined as Hotel Ca...
Fresh off an $80 million capital raise, Jump is using the money to add four key executives, including Torie Happe, the former head of partnerships at Holistiplan.
A federal judge approved Capital One's $425 million 360 Savings settlement. Here's who qualifies, how much you'll get, and when payments go out. The post Judge Approves $425M Capit...
Image source: The Motley Fool. DATEWednesday, May 6, 2026 at 9:00 a.m. ETCALL PARTICIPANTSChief Executive Officer — Laura Louene PrieskornChief Financial Officer — Don Wayne Cummi...
Too Lost has appointed Jay Moore as Chief Investment Officer (CIO), signaling a deeper push into catalog investment and artist financing within the independent music sector. This a...
A judge has approved the $425 million Capital One settlement. The website says that eligible Capital One customers don't need to file a claim to receive a cash payment. The post Ca...
If you’ve had a Capital One savings account in recent years, the bank may soon send some money your way after a U.S. judge approved a $425 million settlement this week. Better...
Alongside Sam Hendel, Chapman runs Dundee Partners, the investment office of the Hendel family Source
CEO Martino Fumagalli will continue to lead Capita. The post Wise Equity invests in snowboarding brand Capita-Union Group’s holding company Core appeared first on PE Hub.
In addition, Dynamic Advisor Solutions expands its advisor network into South Carolina, Wells Fargo’s FiNet pulls two Merril teams, and Osaic lands its sixth former LPL advisor of...
Connecticut investment firm TJT Capital Group LLC and its one-time chief compliance officer have settled a lawsuit accusing the former executive of taking 125 clients with $70 mill...
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