
Authoritative news and analysis for private wealth managers. Sibling to @iimag.
New York, NY
Joined January 2019
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Unleashing Female Strength: Tapping into the $30 Trillion Women’s Wealth Management Market
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@IntellifloLtd
#intelliflo #intellifloredblack #wealthmanagement #womeninwealthmanagement
Congratulations to all the winners of the 2024 RIA Intel Awards!
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These Are the Shifting Demographics of Retail Investors
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Custodian Altruist Raises $169 Million in Series E
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RIA Dealmaking Is Up: A report by Echelon Partners found that this was the second-most-active first quarter on record.
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iCapital Partners With Bain Capital on Private Credit Platform
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Wealth Enhancement Group, one of last year’s most active RIA acquirers, announced on Monday that it had surpassed more than $81 billion in client assets.
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iCapital Is Acquiring Fintech Reporting Company Mirador
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Eaglebrook, Franklin Templeton Launch Bitcoin and Ethereum SMA
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Investor Satisfaction Rises, but Millennial Flight Might Be Coming
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