Listen to Mike Nessim discuss challenges particular to advisors with $50-$150M AUM, and how Kingswood can work with you to overcome them and achieve your objectives.

Listen as Douglas Blake talks about alternatives & why they are an important resource for advisors to leverage in client portfolios.

Kingswood U.S. Rep Paul Lee talks about his career in financial services, his perspective on challenges advisors face today, and how aligning himself with Kingswood has benefitted his practice.

Douglas Blake interviews Erik Hayden, Founder and Managing Director of Urban Catalyst.

Co-Chief Compliance Officer Mike Alsoraimi talks about managing compliance across Kingswood's Broker-Dealers and RIAs. He also discusses Reg BI - who it affects, who it helps, and what you should know.

Our topic on today’s episode of Everybody’s Crushing It, is private equity, and my guest, Brian Schaeffer, managing director of InvestX is the perfect person with whom to have this discussion. InvestX delivers access, liquidity, and innovation to the private equity asset class through investments in Pre-IPO Giants on a state-of-the-art trading platform, InvestX GEM.