According to the Justice Department, Larry Holley, a pastor at Abundant Life Ministries and the co-operator of Treasure Enterprise, raised nearly $9.3 million from more than 140 investors.
Currently, eToro offers U.S. investors only cryptocurrency products, but it plans to add equities by year-end.
Kelso joins private equity firm The Cynosure Group, along with Savant’s family office investors; CEO Brent Brodeski will retain full control of the $12 billion RIA.
A conversation with Tom Stadum, managing partner of Fjell Capital, about his transition from UBS to independence with Sanctuary Wealth.
ARK is closing its New York office permanently at the end of October and relocating its corporate headquarters to St. Petersburg, Fla.
Envestnet MoneyGuide President Tony Leal discusses how 'embedded finance' will push the concept of financial planning far wider in the future—bringing both competition, and opportunity, to financial advisors.
The SEC chair also spoke about cryptocurrency, agency resources and Regulation Best Interest before the U.S. House Committee on Financial Services.
CandorPath Financial's John Kennedy explains how he and his partner have implemented Gino Wickman's Entrepreneurial Operating System as a framework to rapidly scale up their ensemble practice.
Who got their fintech in my philanthropy?
