A Paradigm Shift in Portfolio Construction For decades, wealth management revolved around a predictable balance of equities and bonds. The traditional 60/40 model served investors well when interest rates were stable and public markets offered consistent performance. Today, that balance …
The New Standard in Private Market Value Artificial intelligence has become the defining force of private capital formation. From frontier model developers to enterprise data platforms, valuations of late-stage private companies now rival the largest public corporations. This shift has …
AI Startup Expands Ambition with Major Backing Poolside, the AI startup developing advanced models to assist software developers, is reportedly finalizing a significant funding round led by semiconductor leader Nvidia.According to Bloomberg, Nvidia plans to invest between $500 million and …
A Major Structural Shift Microsoft and OpenAI have finalized a landmark agreement that will allow OpenAI to restructure as a public benefit corporation (PBC), removing prior fundraising constraints and giving CEO Sam Altman greater flexibility to drive growth across the …
Deel Strengthens Its Global Payroll Dominance Global payroll and compliance leader Deel has raised $300 million in Series E funding, pushing its valuation to $17.3 billion. The round was led by Ribbit Capital, with participation from Andreessen Horowitz, Coatue Management, …
As a FNEX Registered Representative, you operate on a platform designed for performance — combining institutional-grade compliance infrastructure, exclusive private market access, and a powerful nationwide broker network. Compliance Backed by Experience Through FNEX Compliance Services, you gain full broker-dealer …
FINRA Moves to Modernize Pattern Day Trading Rules At its September 17–18 meeting, the FINRA Board of Governors approved amendments that will replace the long-standing pattern day trading rule including the $25,000 minimum equity requirement, with a new intraday margin …
Raising capital and executing private placements today requires precision, licensing, and compliance that most firms simply don’t have in-house. Building your own broker-dealer can take years and cost hundreds of thousands of dollars. Broker-dealer affiliation offers a faster, leaner, and …
A Decade and Beyond of Growth, Leadership, and Innovation As FNEX marks its 13th anniversary, the firm reflects on a journey defined by innovation, discipline, and growth in the private markets. Since its founding in 2012, FNEX has completed more …
Elon Musk’s artificial intelligence company, xAI, is reportedly raising $20 billion in one of the largest private AI financing rounds to date, with Nvidia contributing $2 billion in equity. The funding round combines $7.5 billion in equity and $12.5 billion …
The Securities Industry Essentials (SIE) Exam is the starting point for anyone pursuing a career in the securities industry. Introduced by FINRA to simplify the licensing process, the SIE exam establishes baseline knowledge in markets, securities products, and regulatory compliance. …
Mergers and acquisitions are among the most complex transactions in business. They bring together buyers, sellers, advisors, legal counsel, and investors in a high-stakes process that can span months or years. Yet compliance is the very factor that can determine …