Stay updated with breaking news from Forge Global. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial Engines appoints Hanley as chief marketing officer; and more.
2024 kicked off with a flurry of activity in the RIA space, including at least 11 deals, some key people moves, and one rebrand.
The custody and clearing firm has confidentially filed its draft registration statement with the SEC.
With the S&P 500 up nearly 20% this year, you would think there would be a flurry of IPO activity into the close of the year. Instead? Nada.
Secondary activity was inconsistent this year, but if the IPO window opens back up in 2024, secondaries should return with it.