Jerry Garcia
AI's Impact on Wealth Management Budgets
The wealth management sector is on the brink of a significant transformation as firms prepare to more than double their budgets for...
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Jerry Garcia
6 days ago2 min read
Generative AI's Impact on Business and Workforce
The rise of generative AI is reshaping the landscape of business and the workforce, presenting both opportunities and challenges. As...
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Jerry Garcia
Nov 222 min read
AI's Role in Financial Advisory and Client Trust
Artificial intelligence (AI) is rapidly transforming the financial advisory landscape, promising enhanced efficiency and personalized...
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Jerry Garcia
Nov 212 min read
KKR’s Bae Highlights Japanese Private Equity as Top Performer
Japanese private equity has emerged as a surprising leader in returns for KKR, according to co-chief executive Joseph Bae. Speaking at...
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Jerry Garcia
Nov 202 min read
US Patent Office Bans Staff from Using Generative AI
The US Patent and Trademark Office (USPTO) has officially banned its staff from using generative artificial intelligence (AI) tools for...
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Jerry Garcia
Nov 193 min read
Co-Investment Trends Raise Concerns Among Limited Partners
Limited partners (LPs) are increasingly worried about the implications of a surge in co-investment capital, which is being driven by a...
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Jerry Garcia
Nov 182 min read
Market Commentary and Future Outlook for Private Equity
In a recent discussion led by BlackRock investment leaders, the focus was on the evolving landscape of private equity amidst significant...
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Jerry Garcia
Nov 172 min read
Political Changes and Their Impact on Private Equity
The recent political changes in the United States, particularly the election of Donald Trump, have sparked significant discussions...
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Jerry Garcia
Nov 122 min read
Private Equity's Promise: A Divided Response Among Wealth Advisers
The private equity sector is intensifying its efforts to attract wealthy individual investors, a demographic that holds over $140...
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Jerry Garcia
Nov 62 min read
CPP Investments Faces Leadership Shake-Up as APAC PE Head Frank Su Departs
Frank Su, the head of private equity for Asia at CPP Investments, has officially left the organization as of October 31. His departure...
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Jerry Garcia
Nov 52 min read
Innovators Recognized at ADVISE AI: Orion and RBC Wealth Management Shine
The inaugural ADVISE AI conference, dedicated to the advancements in artificial intelligence within the wealth management sector, took...
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Jerry Garcia
Nov 12 min read
Navigating Ethical Challenges of AI in Wealth Management
The integration of artificial intelligence (AI) in wealth management is reshaping the industry, but it also raises significant ethical...
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Jerry Garcia
Oct 302 min read
TPG Secures Nearly $5 Billion for Second Private Equity Climate Fund
TPG has successfully raised nearly $5 billion for its second Rise Climate private equity strategy, marking a significant milestone in its...
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Jerry Garcia
Oct 293 min read
Investors Eyeing Bigger Tickets in Private Equity and Credit
Investors are showing renewed optimism in private equity and credit markets, as recent surveys indicate a shift towards larger...
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Jerry Garcia
Oct 282 min read
Surge in Compensation: Average Pay Hits $1.4 Million for Private Markets Professionals
In a remarkable shift within the financial sector, professionals in private markets have seen their average compensation soar to $1.4...
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Jerry Garcia
Oct 252 min read
Surge in European Private Equity Buyouts Expected Amidst Growing Investor Confidence
Dealmakers in Europe are anticipating a significant increase in the size and number of private equity buyouts. With a record amount of...
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Jerry Garcia
Oct 232 min read
Musicians Unite Against AI: ABBA, Radiohead, and The Cure Sign Protest Letter
Musicians from iconic bands ABBA, Radiohead, and The Cure have joined a growing movement against the unlicensed use of their creative...
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Jerry Garcia
Oct 222 min read
Nvidia Poised to Become the First Company to Reach $4 Trillion Market Cap
Nvidia is on the brink of making history as the first company to achieve a $4 trillion market capitalization, according to Ram Ahluwalia,...
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Jerry Garcia
Oct 212 min read
$470 Million South Florida Advisor Joins UBS From J.P. Morgan
A significant shift in the wealth management landscape has occurred as a South Florida advisory team, managing over $470 million in...
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Jerry Garcia
Oct 202 min read
Leadership Shakeup at Fidelity-Owned Family Office Group
The head of a family office group owned by Fidelity Investments has stepped down, intensifying competition among money managers for...
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