RIA Roundup: Mission Wealth Names 5 New Partners
2024 kicked off with a flurry of activity in the RIA space, including at least 11 deals, some key people moves, and one rebrand.
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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 trend, known as portability, describes loans that remain essentially unchanged when a company gets new ownership.
After two years of rising interest costs hindering asset sales, owners are seizing on recent rate stability to push for portability to get deals done.
Meet 11 bankers — from Goldman Sachs, Morgan Stanley, Qatalyst and more — helping companies get ready for the AI revolution.
Hostelworld is planning how to win the minds of everybody from Baby Boomers to Gen-Xers