Private-Shares Brokerage InvestX Raises Capital From Jefferies, Virtu, and Canaccord The deal comes during a surge of investor interest in pre-IPO companies. Holly Deaton September 22, 2021
This content is from: Investing In a World Mesmerized by Direct Indexing, 55ip’s ETF Model Portfolios Gain Traction Michael Thrasher September 16, 2021
This content is from: Investing Where Advisors Are Turning to Manage Concentrated Holdings and Invest in Pre-IPO Companies David Sterman September 14, 2021
Direct Indexing Projected to Outpace ETFs, Mutual Funds The size of the retail direct indexing SMA market is small. At least right now. Holly Deaton September 08, 2021
David Lau and Allan Roth to Face Off in Live Annuities ‘Cage Match’ The Fray in L.A. takes place Wednesday. Michael Thrasher August 30, 2021
Bridgewater, iCapital Network Partner to Bring Hedge Funds Strategies to RIAs What exactly wealth managers will gain access to is unclear. Michael Thrasher August 13, 2021
Proven Hedge Funds Excelled During the Pandemic A comprehensive survey shows the top 50 hedge funds collectively outperformed the S&P 500 in 2020, with less risk and low market correlation. Eric Uhlfelder August 05, 2021
With a New Platform This VC Firm Aspires to Make the Asset Class More Accessible to RIAs “It's not a matter of if your clients are going to participate in venture capital, it's a matter of when. And when that happens, are you going to be alongside them as an advisor?” Jud Mackrill, a general partner at Mammoth, said Michael Thrasher July 14, 2021
The Least Informed Investors Turn to Margin the Most Limited investment literacy and overconfidence in one’s investing knowledge correlate with leverage, states a new academic study. Greg Bartalos June 10, 2021
Apex Rejects Standard Two-Day Trade Settlements, Promises Investors Cash Instantly Michael Thrasher May 26, 2021
With Fee Genie Out of the Bottle, Lower-Cost Mutual Funds Gain Market Share Greg Bartalos May 06, 2021
Fidelity Analyzed 4,000 Advisor Portfolios. A Huge Takeaway Has Little to Do With Allocations. Michael Thrasher April 19, 2021
MIT, State Street Paper Challenges Crypto's Ability to Diversify Portfolios Michael Thrasher April 05, 2021
U.S. Senators’ Use of Political Inside Information Is ‘Tip of the Iceberg,’ Study Says Greg Bartalos March 26, 2021
