Wealth Management
The announcement is another indicator of the growing popularity of private credit and customized alt platforms within wealth management.
The Latest
The acquisition was fueled by private equity investment from Constellation Wealth Capital.
The separately managed account strategy will provide direct access to Bitcoin and Ethereum while being actively managed.
Evolve Funds says it is the first artificial intelligence ETF that uses generative AI to track AI-involved companies to be traded in Canada.
The deal brings Caprock’s AUA to more than $11 billion.
David Canter talks about his role and trends he’s seeing for advisors.
A new Department of Labor rule may make that the case for retirement advisors.
Expressive Wealth has more than $200 million in AUM.
