Private equity-backed Smarsh, which is majority owned by K1 Investment Management, has emerged as a regtech giant in recent years thanks to its content capture and archiving prowess. While
The Stratos Wealth Holdings story began in 2008, when founder and CEO Jeff Concepcion set out to establish a firm for financial advisors frustrated with traditional brokerage-based business models
The seeds of reinvention for Suzanne Siracuse, former CEO of InvestmentNews, are bearing fruit with the success of her strategic consulting firm, Suzanne Siracuse Consulting and her podcast series, The Big Reveal
