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Clients Crave Alternative Investments, Make Sure They Have Access to the Right Ones
By Michael Nessim and Douglas Blake, Kingswood U.S.
Interest in alternative investing is higher than ever, with advisors being asked more and more to include non-correlated assets in their clients’ portfolios. After years of...
OpEd: How Time, Technology & Teamwork Can Help Advisors Avoid Common Mistakes During Transitions
By Michael Nessim and Val Peters Rayevskiy
Financial advisors will always consider changing firms to better their situations – even during the worst market conditions....
Kingswood U.S. Expands Tech-Enabled Alts Offerings with New Portal Launch
New York-based Kingswood U.S., a $3 billion network of wealth management firms, recently announced the addition of a Covered Securities Submission Portal on its...
DWN Roundtable: How Digitally Enabled Alt Platforms Opened Doors in this Bear Market
As is tradition, the arrival of a Bear market gives rise to alternative investment (alts) platforms. The decade's...
DWN Round Table: Tech Enabled Recruitment Trends Two Years into the Pandemic
Digital Wealth News asked four executives from a diverse group of wealth management firms to discuss how the pandemic impacted recruitment and how they it to evolve as we face down year three of pandemic impacted advisor outreach.
Kingswood U.S. Passes $2B AUM Mark; Discusses The Next Big Thing in Fintech
Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $2.1B in assets
Kingswood Acquisition Corp. Announces Closing of $115 Million Initial Public Offering
Kingswood Acquisition Corp. (NYSE: KWAC.U) (“KWAC” or the “Company”) announced today the closing of its initial public offering (“IPO”) of 11,500,000 units, including 1,500,000 units issued to the underwriters upon the full exercise of their over-allotment option, at a price to the public of $10.00 per unit. The units began trading on The New York Stock Exchange (the “NYSE”) under the symbol “KWAC.U” on November 20, 2020.