The board of the Institute for Portfolio Alternatives, a Washington-based alternative investment trade group, has appointed Anya Coverman as its president and chief executive.
Since 2017, Coverman has served as the group's senior vice president of government affairs and general counsel, leading its legislative, regulatory and legal initiatives, including the creation of its political action committee.
Prior to joining the IPA, she was the deputy director of policy and associate general counsel at the North American Securities Administrators Association. Coverman has also practiced corporate and securities law at Greenberg Traurig in Washington.
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
With elder scam losses near $3 billion, 52 groups urge senators to pass H.R. 9500 before a new Congress resets the clock
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.