| | You may not know them now, but we think you’ll be hearing more about these 10 individuals in the years ahead. Read More > | |
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| The funds, including Cosmos, an SPV holding Space X, are available through SoFi’s partnership with Templum. Read More > | |
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| The latest acquisitions by Modern Wealth, co-founded by a trio of former United Capital executives, bring its total to 13 deals since its launch in April 2023. Read More > | |
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| The initiative will be led by Joanna Rotenberg, who is joining the company from Fidelity. Read More > | |
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| Wealth advisors in the U.S. will move from two divisions to four regional units. Read More > | |
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