The deal is the first acquisition for Verdence Capital Advisors of Hunt Valley, Md.
The auction house plans to securitize loans made to the wealthy, with art used as collateral.
The government is trying to drive money into the local economy.
Formal business valuations are essential but sometimes overlooked by business owners.
How wealth management firms can add value beyond financial planning.
Taking early-stage company to the next level with ease
According to P.J. DiNuzzo there are 16 ways entrepreneurs can lower taxes
The future of the RIA industry will be dominated by large firms and niche players
The waterfront property, which last sold in 2014, features an island and orchard.
Barse discusses his experience with market cycles, disruption, and the era of the 60/40 portfolio
how captive insurance companies can be very useful to business owners
Its flagship hedge fund gained 38% last year by trading everything from equities to commodities.
Wealth tech is not competition for advisors working with the wealthy
The money went missing from the Jamaican Olympic sprinter's investment account, his attorney says.
How investors can gain access to alternative investments, sectors of opportunity within real estate and private credit
Michael Tiedemann is hunting deals after creating one of the largest publicly traded money managers catering to the super-rich.
What does your fintech ecosystem say to your wealth management clients about you?
Coaching can be transformational for CEOs.
Stuart Katz discusses the role cash and alternative investments will play in portfolios this year.
You can transform your business by becoming the go-to expert in your field.
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