RMB buys Milwaukee RIA

Chicago-based registered investment adviser RMB Capital is buying Jacobus Wealth Management.

Max Viscio 16 November, 2017

The comings and goings of the private wealth space

Max Viscio 15 November, 2017

Geller Family Office Services has joined Dynasty Financial Partner’s adviser network

Max Viscio 13 November, 2017

Geller Family Office Services has joined Dynasty Financial Partner’s adviser network

Max Viscio 13 November, 2017

Tampa-based Bayshore Capital Advisors is buy ESG shop Coopersmith-Wethern

Max Viscio 9 November, 2017

It features online investment profiling and access to financial advisers

Yun Li 9 November, 2017

High times for cannabis trailblazers

Institutional talent sees cannabis as an opportunity to move beyond a crowded private equity space

PAM Magazine 6 November, 2017

FWA: Giving alts the third degree

Proper due diligence is about the difference between information and knowledge

Max Viscio 30 October, 2017

FWA: Family businesses doubled-edged sword

A family business can put a significant strain on relationships between and within generations

Max Viscio 25 October, 2017

A preview of the November issue

Max Viscio 6 November, 2017

When a family member or members suddenly inherit wealth and are unprepared for the responsibility, they make poor decisions

Michael Wagner 6 November, 2017

Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Eight specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers