The recent acquisition of RPAG by Great Gray marks a significant shift within the Retirement Plan Advisor (RPA) industry and appears to symbolize a broader trend of industry consolidation. This strategic move, facilitated by Madison Dearborn Partners, unites two influential entities under one
Priya Jaiswal is a recognized authority in Banking, Business, and Finance, with extensive expertise in market analysis, portfolio management, and international business trends. We discuss Sanctuary Wealth's Strategic Capital Partnership program, its differences from the Enterprise Partner Program,
Wealth management is a dynamic field that requires financial advisors to stay up-to-date with the latest trends and strategies. This guide explores key themes shaping the industry, providing insights and actionable advice for professionals looking to enhance their expertise and better serve their
The wealth management sector is undergoing significant transformations, driven by technological advancements, regulatory changes, and evolving client expectations. High net worth (HNW) clients, in particular, require tailored strategies to navigate these changes effectively. This article explores
In the ever-evolving world of investment, accessing private equity-like returns has long been a challenge for many. Traditional private equity vehicles, with their high minimum investment thresholds and lack of liquidity, often restrict participation to a select group of investors. Addressing these
Bob Chitrathorn’s recent achievement of being accepted into the Forbes Finance Council marks a significant milestone in his illustrious career. This press release delves into the implications of his acceptance, underscoring his contributions to the financial services industry and his commitment to
