Publicly Traded REITs Bounced Back in May Jun 06, 2024 REITs posted total returns north of 5% for the month, although they remain in negative territory year-to-date. Cohen & Steers Appoints New Head of Wealth Channel Distribution Jun 05, 2024 Daniel Noonan joins the firm from Nuveen, filling a void created by Kimberly LaPointe’s departure in February. Beacon Pointe Acquires $775M RIA Joslin Capital Jun 04, 2024 The move bolsters Beacon Pointe’s book of business in the Seattle metropolitan market. Mercer Expands Private Market Access with Launch of Aspen Partners Jun 03, 2024 Mercer built the Aspen Partners platform for qualified purchasers in conjunction with Opto Investments. Wealth Management Invest: Wealth Enhancement Group's Approach to Private Investments May 20, 2024 WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives. Uncertainty Around Interest Rates Takes its Toll on REITs May 13, 2024 Stubbornly persistent inflation has altered the outlook for interest rate cuts and publicly-traded REITs paid the price in April as a result. AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi May 10, 2024 The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients. CAIS Adds Some Blackstone Funds to its Marketplace May 09, 2024 Several strategies vetted by Mercer are now available to financial advisors using CAIS’s platform. Hightower Amasses $68M in Bitcoin ETF Stakes May 07, 2024 The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA. Goldman Sachs Advisor Solutions Brings Alts Lending to RIAs May 06, 2024 Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Cohen & Steers Appoints New Head of Wealth Channel Distribution Jun 05, 2024 Daniel Noonan joins the firm from Nuveen, filling a void created by Kimberly LaPointe’s departure in February.
Beacon Pointe Acquires $775M RIA Joslin Capital Jun 04, 2024 The move bolsters Beacon Pointe’s book of business in the Seattle metropolitan market. Mercer Expands Private Market Access with Launch of Aspen Partners Jun 03, 2024 Mercer built the Aspen Partners platform for qualified purchasers in conjunction with Opto Investments. Wealth Management Invest: Wealth Enhancement Group's Approach to Private Investments May 20, 2024 WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives. Uncertainty Around Interest Rates Takes its Toll on REITs May 13, 2024 Stubbornly persistent inflation has altered the outlook for interest rate cuts and publicly-traded REITs paid the price in April as a result. AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi May 10, 2024 The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients. CAIS Adds Some Blackstone Funds to its Marketplace May 09, 2024 Several strategies vetted by Mercer are now available to financial advisors using CAIS’s platform. Hightower Amasses $68M in Bitcoin ETF Stakes May 07, 2024 The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA. Goldman Sachs Advisor Solutions Brings Alts Lending to RIAs May 06, 2024 Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Mercer Expands Private Market Access with Launch of Aspen Partners Jun 03, 2024 Mercer built the Aspen Partners platform for qualified purchasers in conjunction with Opto Investments. Wealth Management Invest: Wealth Enhancement Group's Approach to Private Investments May 20, 2024 WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives. Uncertainty Around Interest Rates Takes its Toll on REITs May 13, 2024 Stubbornly persistent inflation has altered the outlook for interest rate cuts and publicly-traded REITs paid the price in April as a result. AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi May 10, 2024 The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients. CAIS Adds Some Blackstone Funds to its Marketplace May 09, 2024 Several strategies vetted by Mercer are now available to financial advisors using CAIS’s platform. Hightower Amasses $68M in Bitcoin ETF Stakes May 07, 2024 The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA. Goldman Sachs Advisor Solutions Brings Alts Lending to RIAs May 06, 2024 Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Wealth Management Invest: Wealth Enhancement Group's Approach to Private Investments May 20, 2024 WEG's Doug Huber details strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives. Uncertainty Around Interest Rates Takes its Toll on REITs May 13, 2024 Stubbornly persistent inflation has altered the outlook for interest rate cuts and publicly-traded REITs paid the price in April as a result. AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi May 10, 2024 The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients. CAIS Adds Some Blackstone Funds to its Marketplace May 09, 2024 Several strategies vetted by Mercer are now available to financial advisors using CAIS’s platform. Hightower Amasses $68M in Bitcoin ETF Stakes May 07, 2024 The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA. Goldman Sachs Advisor Solutions Brings Alts Lending to RIAs May 06, 2024 Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Uncertainty Around Interest Rates Takes its Toll on REITs May 13, 2024 Stubbornly persistent inflation has altered the outlook for interest rate cuts and publicly-traded REITs paid the price in April as a result. AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi May 10, 2024 The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients. CAIS Adds Some Blackstone Funds to its Marketplace May 09, 2024 Several strategies vetted by Mercer are now available to financial advisors using CAIS’s platform. Hightower Amasses $68M in Bitcoin ETF Stakes May 07, 2024 The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA. Goldman Sachs Advisor Solutions Brings Alts Lending to RIAs May 06, 2024 Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
AlTi Tiedemann Global Acquires $3B Multi-family Office Envoi May 10, 2024 The deal adds to AITi’s recent moves aimed at expanding its scale and entering new markets to serve UHNW clients. CAIS Adds Some Blackstone Funds to its Marketplace May 09, 2024 Several strategies vetted by Mercer are now available to financial advisors using CAIS’s platform. Hightower Amasses $68M in Bitcoin ETF Stakes May 07, 2024 The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA. Goldman Sachs Advisor Solutions Brings Alts Lending to RIAs May 06, 2024 Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
CAIS Adds Some Blackstone Funds to its Marketplace May 09, 2024 Several strategies vetted by Mercer are now available to financial advisors using CAIS’s platform. Hightower Amasses $68M in Bitcoin ETF Stakes May 07, 2024 The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA. Goldman Sachs Advisor Solutions Brings Alts Lending to RIAs May 06, 2024 Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Hightower Amasses $68M in Bitcoin ETF Stakes May 07, 2024 The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA. Goldman Sachs Advisor Solutions Brings Alts Lending to RIAs May 06, 2024 Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
Goldman Sachs Advisor Solutions Brings Alts Lending to RIAs May 06, 2024 Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions. Load More first previous 1 2 3 4 5 6 7 8 9 … next last Load More
