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CAIS co-presidents Tim Shannon and Brad Walker

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CAIS Taps Tim Shannon, Brad Walker as Co-Presidents CAIS Taps Tim Shannon, Brad Walker as Co-Presidents

The New York-based duo will report to CAIS founder and CEO Matt Brown.

byDavid Bodamer, Executive Editor, Investments

Feb 26, 2025

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1 Min Read

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Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value Turning Taxes into Opportunities: How Direct Indexing Can Help Drive Value

Feb 25, 2025

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11 Investment Must Reads for This Week (Feb. 25, 2025)11 Investment Must Reads for This Week (Feb. 25, 2025)

byWealthManagement.com Staff

Feb 25, 2025

1 Min Read

Adjusted for Risk Podcast North Square Investments CEO Mark Goodwin Ryan Nauman Zephyr

Adjusted for Risk: Which Asset Classes Can be Best-Optimized Through Actively Managed Investment Strategies Adjusted for Risk: The Best Asset Classes for Active Management

Feb 25, 2025

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All Risk Assets Experience Long Periods of Poor Performance All Risk Assets Experience Long Periods of Poor Performance

byLarry Swedroe

Feb 25, 2025

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Berkshire Hathaway Warren Buffett

Financial Planning

Buffett Offers a Recipe for What Makes America Great Buffett Offers a Recipe for What Makes America Great

byJonathan Levin

Feb 24, 2025

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Robinhood app crypto SEC

Regulation & Compliance

Robinhood Says SEC Closes Crypto Probe Without Enforcement

Robinhood Says SEC Closes Crypto Probe Without Enforcement

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ETF Performance Broadens Beyond U.S. Equities

ETF Performance Broadens Beyond U.S. Equities

byAniket Ullal, CFRA Research, SVP, ETF Research & Analytics

Wealth Management Invest Podcast Robert Picard Hightower alternative investments

Alternative Investments

Wealth Management Invest: Unpacking Hightower’s Approach to Private Markets with Robert Picard

Wealth Management Invest: Hightower’s Approach to Private Markets

byDavid Bodamer, Executive Editor, Investments

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Regulation & Compliance

Former SEC Crypto Policy Advisor Worries Commission’s Approach Will Harm Investors

Former SEC Crypto Advisor Worries Commission’s Approach Will Harm Investors

byPatrick Donachie, Senior Reporter

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Wall Street Is Selling ETFs That Mimic the Private Equity Boom

Wall Street Is Selling ETFs That Mimic the Private Equity Boom

byVildana Hajric

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Regulation & Compliance

Coinbase Says SEC Is Close to Dismissing Enforcement Case

Coinbase Says SEC Is Close to Dismissing Enforcement Case

byOlga Kharif, Sonali Basak

SEC building 2021 cybersecurity fraud cryptocurencies SEC

Regulation & Compliance

SEC Replaces Crypto Enforcement Team with Smaller ‘Cyber’ Unit

SEC Replaces Crypto Enforcement Team with Smaller ‘Cyber’ Unit

byNicola M. White

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Alternative Investments

Apex to Unveil Alts Functionality

Apex to Unveil Alts Functionality

byDavid Bodamer, Executive Editor, Investments

Apollo Global Management alts Investcloud

Alternative Investments

Apollo Signs Onto InvestCloud’s Private Markets Account Network

Apollo Joins InvestCloud’s Private Markets Account Network

byDavid Bodamer, Executive Editor, Investments

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Alternative Investments

LPL Launches Alts Platform

LPL Launches Alts Platform

byDavid Bodamer, Executive Editor, Investments

Fidelity Adds ETF Model Portfolios Aimed at Wealth Segment

Fidelity Adds New ETF Model Portfolios

byDavid Bodamer, Executive Editor, Investments

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Addepar Rolls Out New Alternatives Management Features

Addepar Rolls Out New Alternatives Management Features

byDavis Janowski, Senior Technology Editor, WealthManagement.com

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Alternative Investments

CAIS Integrates with Other TAMPs, Managed Account Platforms

CAIS Launches Alts Access and Portfolio Integrations on Third-Party TAMPs

byDavid Bodamer, Executive Editor, Investments

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Alternative Investments

Third Wire Launches Novel Private Markets 506(c) Fund

Third Wire Launches Novel Private Markets 506(c) Fund

byDavid Bodamer, Executive Editor, Investments

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10 Investment Must Reads for This Week (Feb. 18, 2025)

10 Investment Must Reads for This Week

byWealthManagement.com Staff

David Canter

Investing Strategies

David Canter Joins Green Investment Company

David Canter Joins Green Investment Company

byDiana Britton, Managing Editor

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Pulling Back the Curtain on Wickedly Flawed Investing Ideas

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byNathan Hoyt, CIO, Regent Peak Wealth Advisors

SCS Financial CIO Lane McDonald What's in my model portfolio

Investing Strategies

SCS Financial: Taking Advantage of Tolerance for Illiquidity

SCS Financial: Taking Advantage of Tolerance for Illiquidity

byElaine Misonzhnik, Senior Editor, Investments

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Fidelity: Advisors Continue to Gravitate to Active ETFs

Fidelity: Advisors Continue to Gravitate to Active ETFs

byDavid Bodamer, Executive Editor, Investments

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Yes, Advisors Can Manage Their Clients’ 401(k) Accounts

Yes, Advisors Can Manage Their Clients’ 401(k) Accounts

byBrenden Gebben, CEO, Absolute Capital Management

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Robinhood Revenue Doubles, Fueled by Surge in Crypto Trading

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Charles Schwab Expands 24-Hour Trading to All Its Retail Clients

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byGeorgia Hall, Bloomberg

Wealth Management Invest Podcast Brendan McCurdy Ares Wealth Management

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Wealth Management Invest: Ares’ Approach to Private Markets with Brendan McCurdy

Wealth Management Invest: Ares’ Approach to Private Markets

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Investing Strategies

Morningstar: Advisor Use of Custom Model Portfolios Rises

Advisor Use of Custom Model Portfolios Rises

byDavid Bodamer, Executive Editor, Investments

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What Is a CAT Bond?

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Peakline Partners Bill Rudnick, executive managing director

Alternative Investments

Private Markets Investments Firm Cresset Partners Rebrands as Peakline Partners

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byAlex Ortolani, Senior Reporter

Adjusted for Risk Podcast Bitcoin Ric Edelman

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Adjusted for Risk: The Benefits of Bitcoin in Asset Allocations

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byRyan Nauman, Market Strategist

dollars percent interest rates REITs

Q&A: Public REITs Can Weather Higher Interest Rates

Q&A: Public REITs Can Weather Higher Interest Rates

byDavid Bodamer, Executive Editor, Investments