Three Asset Managers Partner to Offer Custom ETF Models Nov 07, 2024 Burney, Rayliant and Clough Capital Partners formed a joint venture to create Powered by ETFs, which incorporates U.S. and international equities and alternative investments. Cerulli: Financial Advisors Plan to Prioritize Use of Model Portfolios Over Funds of Funds Nov 04, 2024 Greater customization and fewer fees are behind the preference. Former Merrill Lynch Leader John Thiel Launches RIA Nov 04, 2024 Thiel has founded the new RIA alongside a number of former Merrill veterans. iCapital to Buy Fintech Platform AltExchange Oct 30, 2024 The AI- and machine learning-powered platform helps streamline data aggregation and tax reporting for alternative investments. BlackRock Partners with iCapital, GeoWealth to Offer Custom Models in UMAs Oct 29, 2024 The partnership will make it easier for BlackRock’s RIA clients to invest in private assets alongside traditional assets. Emerging Trends Report Predicts New Expansion Cycle for Commercial Real Estate Oct 29, 2024 The annual report from PwC and the Urban Land Institute predicts a slow and gradual recovery for U.S. commercial real estate. Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs Oct 28, 2024 The models will span investment options ranging from equity SMAs to evergreen alternative funds. Thematic Funds Attract Investors. But Are They Worth Their Outsized Fees? Oct 22, 2024 Morningstar took a look at recent thematic fund performance in the U.S. and globally. Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B Oct 17, 2024 The figure represents growth of 67% from year-end 2022. MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products Oct 16, 2024 Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Cerulli: Financial Advisors Plan to Prioritize Use of Model Portfolios Over Funds of Funds Nov 04, 2024 Greater customization and fewer fees are behind the preference.
Former Merrill Lynch Leader John Thiel Launches RIA Nov 04, 2024 Thiel has founded the new RIA alongside a number of former Merrill veterans. iCapital to Buy Fintech Platform AltExchange Oct 30, 2024 The AI- and machine learning-powered platform helps streamline data aggregation and tax reporting for alternative investments. BlackRock Partners with iCapital, GeoWealth to Offer Custom Models in UMAs Oct 29, 2024 The partnership will make it easier for BlackRock’s RIA clients to invest in private assets alongside traditional assets. Emerging Trends Report Predicts New Expansion Cycle for Commercial Real Estate Oct 29, 2024 The annual report from PwC and the Urban Land Institute predicts a slow and gradual recovery for U.S. commercial real estate. Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs Oct 28, 2024 The models will span investment options ranging from equity SMAs to evergreen alternative funds. Thematic Funds Attract Investors. But Are They Worth Their Outsized Fees? Oct 22, 2024 Morningstar took a look at recent thematic fund performance in the U.S. and globally. Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B Oct 17, 2024 The figure represents growth of 67% from year-end 2022. MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products Oct 16, 2024 Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
iCapital to Buy Fintech Platform AltExchange Oct 30, 2024 The AI- and machine learning-powered platform helps streamline data aggregation and tax reporting for alternative investments. BlackRock Partners with iCapital, GeoWealth to Offer Custom Models in UMAs Oct 29, 2024 The partnership will make it easier for BlackRock’s RIA clients to invest in private assets alongside traditional assets. Emerging Trends Report Predicts New Expansion Cycle for Commercial Real Estate Oct 29, 2024 The annual report from PwC and the Urban Land Institute predicts a slow and gradual recovery for U.S. commercial real estate. Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs Oct 28, 2024 The models will span investment options ranging from equity SMAs to evergreen alternative funds. Thematic Funds Attract Investors. But Are They Worth Their Outsized Fees? Oct 22, 2024 Morningstar took a look at recent thematic fund performance in the U.S. and globally. Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B Oct 17, 2024 The figure represents growth of 67% from year-end 2022. MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products Oct 16, 2024 Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
BlackRock Partners with iCapital, GeoWealth to Offer Custom Models in UMAs Oct 29, 2024 The partnership will make it easier for BlackRock’s RIA clients to invest in private assets alongside traditional assets. Emerging Trends Report Predicts New Expansion Cycle for Commercial Real Estate Oct 29, 2024 The annual report from PwC and the Urban Land Institute predicts a slow and gradual recovery for U.S. commercial real estate. Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs Oct 28, 2024 The models will span investment options ranging from equity SMAs to evergreen alternative funds. Thematic Funds Attract Investors. But Are They Worth Their Outsized Fees? Oct 22, 2024 Morningstar took a look at recent thematic fund performance in the U.S. and globally. Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B Oct 17, 2024 The figure represents growth of 67% from year-end 2022. MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products Oct 16, 2024 Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Emerging Trends Report Predicts New Expansion Cycle for Commercial Real Estate Oct 29, 2024 The annual report from PwC and the Urban Land Institute predicts a slow and gradual recovery for U.S. commercial real estate. Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs Oct 28, 2024 The models will span investment options ranging from equity SMAs to evergreen alternative funds. Thematic Funds Attract Investors. But Are They Worth Their Outsized Fees? Oct 22, 2024 Morningstar took a look at recent thematic fund performance in the U.S. and globally. Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B Oct 17, 2024 The figure represents growth of 67% from year-end 2022. MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products Oct 16, 2024 Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs Oct 28, 2024 The models will span investment options ranging from equity SMAs to evergreen alternative funds. Thematic Funds Attract Investors. But Are They Worth Their Outsized Fees? Oct 22, 2024 Morningstar took a look at recent thematic fund performance in the U.S. and globally. Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B Oct 17, 2024 The figure represents growth of 67% from year-end 2022. MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products Oct 16, 2024 Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Thematic Funds Attract Investors. But Are They Worth Their Outsized Fees? Oct 22, 2024 Morningstar took a look at recent thematic fund performance in the U.S. and globally. Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B Oct 17, 2024 The figure represents growth of 67% from year-end 2022. MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products Oct 16, 2024 Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B Oct 17, 2024 The figure represents growth of 67% from year-end 2022. MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products Oct 16, 2024 Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products Oct 16, 2024 Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
