Featured
Recent
SMArtX Brings Semi-Liquid Alts Into Practice Within Model Portfolios
SMArtX Advisory Solutions, a leader in enterprise managed account technology, seamlessly integrates semi-liquid alternative investments, including interval and tender offer funds, directly into Unified Managed Accounts (UMAs) using its fully proprietary, end-to-end platform.
Dynasty Financial Partners Appoints Shawn Shook as General Counsel to Support Legal Strategy and Advisor Transitions
"Shawn brings valuable experience that strengthens our legal team as we continue to grow," said Shirl Penney, CEO and founder of Dynasty Financial Partners. "His judgment and insight will help us continue to support independent advisors as they build their businesses."
Focus Partners:: Seamless Advisor Transitions for Client Retention and Sustained Growth
Advisory transitions aren’t just personnel changes—they’re moments of truth. Done well, they demonstrate professionalism, foresight, and commitment to the client experience. Done poorly, they risk reputational damage and long-term erosion of client trust.
‘She’s a Midlife Crisis Rebound’
Hugh Jackman reportedly willing to risk remaining fortune to wed ‘Soul Mate’ Sutton Foster without prenup. Jackman just settled $387M divorce.