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Amidst the sea of hype over how spot Bitcoin ETF rollouts will unlock a fresh wave of advised money, it is a challenge to find advisors showing them love.
The partnership will incorporate iCapital’s research and tools into Morningstar’s Advisor Workstation to help advisors vet, and invest in, alts from inside the portfolio platform.
Jeff Yabuki, chairman and founding partner of Motive Partners, one of InvestCloud's private equity backers, is the permanent replacement for former CEO John Wise.
