An industry lawyer is questioning JPMorgan's decision to file a lawsuit during the holiday week against a former private client advisor accused of trying to poach clients for an industry rival.

PALM BEACH GARDENS, Fla., Aug. 29, 2025 /PRNewswire/ -- SpirePoint Private Client (SpirePoint), a multi-custodial Registered Investment Advisor (RIA) serving high-net-worth families and advisors, ...

For the third time in three months, JPMorgan is suing one of its former branch-based advisors after alleging he's trying to take his book of business to a rival firm. According to the complaint, ...

NEW YORK--(BUSINESS WIRE)--Opto Investments (“Opto”), the technology-enabled solution expanding private markets access for independent investment advisors, announced today a strategic partnership with ...

Atish Davda is EquityZen's CEO, former quant at AQR Capital and a Penn alum who loves FinTech, Python, traveling and tennis. The secret is out about private markets. BlackRock’s recent announcement ...

WESTERLY, R.I., July 7, 2025 /PRNewswire/ -- Washington Trust Wealth Management, a division of The Washington Trust Company and one of New England's premier advisory groups, is pleased to announce the ...

FINAL –10/24 Bank of the West Wealth Management Launches New Private Client Services Model SAN FRANCISCO – Oct. 24, 2011 – Bank of the West Wealth Management has launched a new private client services ...

Private equity, real estate, and venture capital stand out as favored strategies, even as views on private credit turn more ...

We take an open-architecture approach to technology so our advisors have the flexibility to choose the tools that best work for them and fit their practice. In addition to making recommendations and ...

Axxes Capital, an independent investment firm dedicated to providing wealth advisors and their clients access to innovative private market solutions, announced today the release of The Financial ...