This content is from: Investing Private-Shares Brokerage InvestX Raises Capital From Jefferies, Virtu, and Canaccord The deal comes during a surge of investor interest in pre-IPO companies. By Holly Deaton September 22, 2021
This content is from: Investing How ESG Latency Will End at RIAs An inaugural study by SEI shows a gap between client interest in environmental, social, and governance factors and RIAs using those factors in portfolios. But that may be narrowing. By Michael Thrasher September 21, 2021
This content is from: Practice Management Another Sign Flat Fees Are Gaining Popularity With RIAs A new report suggests one in four RIAs are offering clients a flat fee for their services, typically in addition to others. By Holly Deaton September 20, 2021
This content is from: Investing In a World Mesmerized by Direct Indexing, 55ip’s ETF Model Portfolios Gain Traction The JPMorgan Chase & Co. subsidiary is attracting larger wealth managers and has doubled the number of firms it works with. By Michael Thrasher September 16, 2021
This content is from: Wealth Management Cresset Adds ‘Unusual’ Fidelity, Janus Henderson Alumni to Leadership The $15 billion RIA has hired a deputy CIO and a CTO to build “the industry platform of the future.” By Michael Thrasher September 15, 2021
This content is from: Wealth Management U.S. Wealth Managers, and Others Abroad, Are Joining Focus Financial’s Connectus “They came up with a business model that I think really aligned a lot of interests." By Michael Thrasher September 14, 2021
Sponsored How Innovations in Private Credit Are Driving ESG Progress Sustainability-linked loans are among the new ways lenders are providing incentives for middle market companies to strengthen their ESG practices. Sponsored by Barings August 17, 2021
