Day: May 22, 2020

Family Offices

Strategic Investment To Fuel Innovation, Expansion At Tourmaline Partners

Tourmaline Partners, a trading solution for hedge funds and asset managers, formally announced it received a majority investment from Copley Equity Partners. The development comes alongside Tourmaline’s existing technology and human capital initiatives which provide clients access to unparalleled liquidity, market intelligence, customized workflows, and best execution.

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Family Offices

5 Ways to Find the Right Prospective Clients

Building your business requires new clients – we all know that. But, how do you find those clients? One of the largest challenges any advisor faces, whether new or expe­rienced, is building and maintaining a prospect list. The standard suggestions on how to do this aren’t bad—many, if not most, advisors succeed using standard practices—but I have found a few tweaks that make the standard suggestions more efficient.

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