Gabriel GarciaManaging Director, RIA Client Experience, Business Development and Strategy This year’s InvestmentNews Adviser Benchmarking Study uncovers significant growth by advisory firms during 2021, continuing a multi-year trend. The demand…
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Thoma Bravo Completes Strategic Growth Investment in SMA Technologies
HOUSTON and SAN FRANCISCO, Oct. 31, 2022 /PRNewswire/ — Thoma Bravo, a leading software investment firm, today announced the completion of its strategic growth investment in SMA Technologies (“SMA”), a…
Alternative Investment and Private Fund Use Surges as Financial Advisors Demand Diversification, New Broadridge Survey Finds
Use of alternative investments grows from 59% to 67% between Q1 2022 and Q3 2022 NEW YORK, Oct. 19, 2022 /PRNewswire/ — A bi-annual survey of 400 financial advisors released…