Genstar Capital Acquires Majority Stake in Docupace
By Janet LevauxFTV Capita, which invested in the back-office software maker in 2020, will remain a minority investor.
July 23, 2024
A Conversation with DGIM Law Partner Monique HayesMonique Hayes, a partner for DGIM Law and an adjunct professor for the University of Miami School of Law, shares that the presale due diligence process is equally or more important on the sell-side as it is on the buy-side with host John Manganaro.
July 22, 2024
Which Strategy Wins the Retirement Spending 'Smackdown'?David Blanchett and Michael Finke weigh the benefits and pitfalls of several approaches. Which will emerge victorious?
July 22, 2024
IRS Providing Tax Relief to Hurricane Beryl Victims in TexasTaxpayers in 67 counties now have until Feb. 3 to file various federal individual and business returns.
July 22, 2024
Wirehouse Veteran Sees Risk to Clients in RIA 'Behemoths'Mega-RIAs could lose what makes them different from wirehouses, Segment Wealth CEO Gil Baumgarten says.
July 22, 2024
Stocks Power Ahead on Tech RallyStocks rebounded after their worst week since April as investors turned their focus to the start of the technology earnings season.
July 22, 2024
Ed Slott: Final RMD Regs Create an 'Unnecessary Complication'"It's messy for beneficiaries and advisors to try and figure this out," Slott tells ThinkAdvisor.
July 22, 2024
Kitces: 5 Industry Trends Reshaping Financial AdviceThe advice business has reached a generational turning point, the popular blogger says.