Direct Indexing Platform Frec Adds Portfolio Allocation Feature Feb 04, 2025 The functionality will enable investors to choose how to rebalance rather than have it done automatically. Asset Managers Have 50+ Interval, Tender Offer Funds in the Pipeline Feb 03, 2025 Consultant XA Investments expects continued growth as advisors continue to adopt the products for client portfolios. CIOs Wrestle with DeepSeek Fallout Jan 29, 2025 The potential disruption of the AI market is shaking up some investment theses. But many are waiting for the dust to settle before making any allocation tweaks. Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth Jan 28, 2025 Envestnet’s Brandon Thomas talks about the growing use of direct indexing and how advisors are using the strategy in client portfolios. LPL Financial Hit with Anti-Money Laundering Violations Jan 17, 2025 The independent broker/dealer has agreed to pay a $18 million penalty and improve its procedures. Nareit: REITs Should be Viewed as Real Estate, Not Equities Jan 08, 2025 An analysis of defined benefit plans over 25 years finds REITs trailed only private equity for average annual net returns. Dynasty Adds Raymond James Veteran to Lead Transitions Jan 06, 2025 As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining Dynasty. 2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption Dec 25, 2024 iCapital’s Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors. Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins Dec 18, 2024 Partners Group’s Robert Collins explores the shift from public to private markets and its significance for investors. Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs Dec 12, 2024 Falling interest rates and the disappearance of a valuation gap with private real estate should also add tailwinds for publicly listed real estate. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Asset Managers Have 50+ Interval, Tender Offer Funds in the Pipeline Feb 03, 2025 Consultant XA Investments expects continued growth as advisors continue to adopt the products for client portfolios.
CIOs Wrestle with DeepSeek Fallout Jan 29, 2025 The potential disruption of the AI market is shaking up some investment theses. But many are waiting for the dust to settle before making any allocation tweaks. Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth Jan 28, 2025 Envestnet’s Brandon Thomas talks about the growing use of direct indexing and how advisors are using the strategy in client portfolios. LPL Financial Hit with Anti-Money Laundering Violations Jan 17, 2025 The independent broker/dealer has agreed to pay a $18 million penalty and improve its procedures. Nareit: REITs Should be Viewed as Real Estate, Not Equities Jan 08, 2025 An analysis of defined benefit plans over 25 years finds REITs trailed only private equity for average annual net returns. Dynasty Adds Raymond James Veteran to Lead Transitions Jan 06, 2025 As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining Dynasty. 2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption Dec 25, 2024 iCapital’s Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors. Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins Dec 18, 2024 Partners Group’s Robert Collins explores the shift from public to private markets and its significance for investors. Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs Dec 12, 2024 Falling interest rates and the disappearance of a valuation gap with private real estate should also add tailwinds for publicly listed real estate. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth Jan 28, 2025 Envestnet’s Brandon Thomas talks about the growing use of direct indexing and how advisors are using the strategy in client portfolios. LPL Financial Hit with Anti-Money Laundering Violations Jan 17, 2025 The independent broker/dealer has agreed to pay a $18 million penalty and improve its procedures. Nareit: REITs Should be Viewed as Real Estate, Not Equities Jan 08, 2025 An analysis of defined benefit plans over 25 years finds REITs trailed only private equity for average annual net returns. Dynasty Adds Raymond James Veteran to Lead Transitions Jan 06, 2025 As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining Dynasty. 2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption Dec 25, 2024 iCapital’s Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors. Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins Dec 18, 2024 Partners Group’s Robert Collins explores the shift from public to private markets and its significance for investors. Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs Dec 12, 2024 Falling interest rates and the disappearance of a valuation gap with private real estate should also add tailwinds for publicly listed real estate. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
LPL Financial Hit with Anti-Money Laundering Violations Jan 17, 2025 The independent broker/dealer has agreed to pay a $18 million penalty and improve its procedures. Nareit: REITs Should be Viewed as Real Estate, Not Equities Jan 08, 2025 An analysis of defined benefit plans over 25 years finds REITs trailed only private equity for average annual net returns. Dynasty Adds Raymond James Veteran to Lead Transitions Jan 06, 2025 As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining Dynasty. 2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption Dec 25, 2024 iCapital’s Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors. Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins Dec 18, 2024 Partners Group’s Robert Collins explores the shift from public to private markets and its significance for investors. Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs Dec 12, 2024 Falling interest rates and the disappearance of a valuation gap with private real estate should also add tailwinds for publicly listed real estate. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Nareit: REITs Should be Viewed as Real Estate, Not Equities Jan 08, 2025 An analysis of defined benefit plans over 25 years finds REITs trailed only private equity for average annual net returns. Dynasty Adds Raymond James Veteran to Lead Transitions Jan 06, 2025 As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining Dynasty. 2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption Dec 25, 2024 iCapital’s Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors. Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins Dec 18, 2024 Partners Group’s Robert Collins explores the shift from public to private markets and its significance for investors. Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs Dec 12, 2024 Falling interest rates and the disappearance of a valuation gap with private real estate should also add tailwinds for publicly listed real estate. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Dynasty Adds Raymond James Veteran to Lead Transitions Jan 06, 2025 As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining Dynasty. 2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption Dec 25, 2024 iCapital’s Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors. Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins Dec 18, 2024 Partners Group’s Robert Collins explores the shift from public to private markets and its significance for investors. Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs Dec 12, 2024 Falling interest rates and the disappearance of a valuation gap with private real estate should also add tailwinds for publicly listed real estate. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption Dec 25, 2024 iCapital’s Lawrence Calcano points to continued innovation in tech and product development as key to making alts more hospitable for advisors. Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins Dec 18, 2024 Partners Group’s Robert Collins explores the shift from public to private markets and its significance for investors. Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs Dec 12, 2024 Falling interest rates and the disappearance of a valuation gap with private real estate should also add tailwinds for publicly listed real estate. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins Dec 18, 2024 Partners Group’s Robert Collins explores the shift from public to private markets and its significance for investors. Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs Dec 12, 2024 Falling interest rates and the disappearance of a valuation gap with private real estate should also add tailwinds for publicly listed real estate. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs Dec 12, 2024 Falling interest rates and the disappearance of a valuation gap with private real estate should also add tailwinds for publicly listed real estate. Load More 1 2 3 4 5 6 7 8 9 … next last Load More
