Jim Dickson

6 days ago | citywire.com | Ian Wenik |Selin Bucak |Alec Rich |Jim Dickson

Carlyle is going to be launching its private equity strategy for wealth investors by early 2026, as CEO Harvey Schwartz positions the firm for further growth.

1 week ago | citywire.com | Tania Mitra |Sam Bojarski |Selin Bucak |Jim Dickson

Financial services giant Raymond James is offering advisors growth financing, in exchange for a minority stake in their practices, the company said Monday. Wealth practices which receive financing retain full control of their businesses and have the option to buy back RayJay’s stake on clearly defined terms, the company also said. RayJay is offering the financing under its Practice Capital Solutions umbrella.