Bank of America Makes Its First Investment in Alts Platform iCapital iCapital’s CEO Lawrence Calcano told RIA Intel that the alternative investment giant has a runway of about $500 million in capital due to previous fundraising rounds and was not actively seeking the investment. Holly Deaton June 23, 2022
This content is from: Investing Financial Advisors Want Alts for Everyone, According to a New CAIS Survey Holly Deaton June 21, 2022
This content is from: Investing CAIS Built a Custom Alts Platform For Advisor Group. More Like It Are Coming. Holly Deaton May 05, 2022
This content is from: Investing The Asset Class Moving Wealth Managers To Meet With More Wholesalers Holly Deaton May 04, 2022
Altruist Debuts Built-In-House Direct Indexing For RIAs Advisors will eventually be able to customize the large cap sleeve of some model portfolios built by Altruist with as little as $2,000. Holly Deaton April 21, 2022
AltExchange Launches Plaid-Like Service to Connect 50 Other Investment Platforms The software firm aggregates and organizes information from financial advisors’ growing lists of alternative investment platforms. Holly Deaton March 29, 2022
Advyzon Creates Its Own TAMP The software company says that its independence and foundational code make it a better choice than its competitors, who have acquired and mashed together firms to offer a similar suite of services. Michael Thrasher March 23, 2022
Currency Investing Makes a Comeback Extraordinary macroeconomic events are reviving attention to the world’s largest asset class. Eric Uhlfelder March 17, 2022
New Alternative Investments Platform Gridline Debuts for Wealth Managers Among a growing number of alternative investment platforms, Gridline says its technology and the investments it offers will differentiate the company. Holly Deaton February 22, 2022
A Fear Keeping Advisors From ESG Investing Advisors are not leading the record-breaking adoption of sustainable ETFs. “A key challenge is that advisors are not incentivized to raise the topic with clients,” says a new report by Cerulli Associates. Holly Deaton February 03, 2022
MSCI’s Trends to Watch as Climate Change Takes Precedence in ESG Investing Holly Deaton December 13, 2021
WisdomTree, Ritholtz Wealth Management Partner to Launch Crypto Index Michael Thrasher December 03, 2021
RetireOne Persuaded an Insurer to Invest in CDAs. Can It Convince RIAs the Policies Are Worthwhile? Holly Deaton December 03, 2021
Two Boozy Platforms Helping Wealth Managers Invest in the Most Liquid of Alts David Sterman November 04, 2021
White Paper Cautions Advisors on Underexposure to Alternative Investments Holly Deaton October 27, 2021
ProShares Defends First Bitcoin Futures ETF Against ‘Backwards’ Narrative on Pricing Holly Deaton October 20, 2021
