CAIS Built a Custom Alts Platform For Advisor Group. More Like It Are Coming. The alternative investment platform says it has a robust pipeline of exclusive agreements to build customized versions of itself for other wealth managers. 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
This content is from: Investing Altruist Debuts Built-In-House Direct Indexing For RIAs Holly Deaton April 21, 2022
This content is from: Investing AltExchange Launches Plaid-Like Service to Connect 50 Other 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
A Crash Course on Hedge Fund Due Diligence for RIAs Removing some mystery from a $4 trillion asset class. Eric Uhlfelder December 22, 2021
MSCI’s Trends to Watch as Climate Change Takes Precedence in ESG Investing An annual report to help investors “understand where the market conversation is likely to move and the type of risks and opportunities that could arise.” 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
Royals Harry and Meghan Are Investors, Clients, and Backers of Sustainable Asset Manager Ethic Holly Deaton October 12, 2021
Owl Capital Leads $100 Million Funding Round for Structured Note ‘Assembly Line’ Halo Investing Holly Deaton October 11, 2021
