Monthly Archive: April 2024

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Get Lots More Unsolicited Referrals

What You Need to Know Most engaged clients provide referrals. Accessibility helps promote engagement. You could start with wine. Most advisors have had the occasional experience of receiving an unsolicited referral from a client...

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Kansas Newspaper Seeks $10M Over Police Raids

Article 0 Comments TOPEKA, Kan. (AP) — A weekly central Kansas newspaper and its publisher filed a federal lawsuit Monday over police raids last summer of its offices and the publisher’s home, accusing local...

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iCapital Scoops Up Mirador

Alternative-investments platform providor iCapital says it is acquiring Mirador, which focuses on investment data aggregation and financial reporting. As part of the deal, over 180 Mirador employees are expected to join iCapital, which has 1,200...

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Zinnia Closes on Business That Includes AnnuityNet

A unit of the same company that owns Security Benefit and Policygenius, and that has a big minority stake in the parent of The Hollywood Reporter, is now a top annuity distribution infrastructure player....