Heckenberg’s Constellation Buys Minority Stake in $3 Billion Bogart Wealth
Karl Heckenberg’s firm, which has made a series of investments in registered investment advisors, cited Bogart’s rapid ...
‘It is difficult to sit through the hype and double talk.’ I interviewed 5 financial advisers — why is it so hard to find someone?
Question: “I interviewed five different financial planners trying to find one that best suits my needs. It is difficult to sit through the hype and double talk. I am looking for ...
Dana and Jack Larsen: What It’s Like Working in Wealth Management With Our Dad
Many people deliberately chart different career paths from their parents, but not siblings Dana and Jack Larsen. Working with ...
How Italy's powerful Agnelli family does investing differently
Here's how the asset manager founded by the Italian family dynasty — which owns Fiat and Ferrari — is different.
RE Journals1d
Colliers adds veteran broker to Minneapolis office
Colliers added Lisa Christianson, a veteran broker and one of the most influential businesswomen in Minneapolis, to its Minneapolis office. Previously, Christianson was the founder, owner and operator ...
Baby Boomer Women Are Now Deciding the Fate of Trillions of Dollars
A record number of Americans turn 65 this year, and more women are set to outlive their husbands as female lifespans lengthen ...
Nepsis Inc. relocates headquarters to Two Meridian Crossing (photos)
Nepsis Inc., a fast-growing financial firm with a focus on wealth management and tax services, has moved its headquarters to ...
Financial Planning6d
Wealth management M&A hits high in 2024, 2025 growth expected
Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse ...