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Frustrated large RIAs want more from custodians
In a poll of 29 firms representing a collective $6 trillion in assets, fewer than half reported feeling satisfied with native tools.
F2 Strategy brings in private equity to acquire fintech consulting firm
Its purchase of Oakbrook Solutions creates a combined firm that has more than 100 employees and serves clients representing a combined $2.5 trillion in AUM.
Alts are rockin’ the house!
Demand for income, inflation protection, enhanced returns and volatility dampening has created a ‘Goldilocks moment’ for alternative investments.
Don’t let an off-kilter tech stack crumble a deal
Technology has become a deciding factor in today’s M&A, so if you're preparing a firm for acquisition, it’s clear that tech is where you want to make that strategic investment.
