News, Comment & Analysis results for iCapital

Strategy
May 28, 2024

Mass-Affluent, Lower HNW Market – Are Wealth Managers, Banks Cracking The Code?

In this news analysis, the editor examines whether firms have figured out decisively how to cater

Alt Investments
May 16, 2024

What's New In Investments, Funds? – CAIS, Blackstone, iCapital

The latest news in investment offerings, financial products and other services relative to wealth

Asset Management
May 7, 2024

What's New In Investments, Funds? – iCapital, PNC, TCW

The latest news in investment offerings, financial products and other services relative to wealth

Wealth Strategies
April 25, 2024

Cutting Through Sales Hype On Private Credit

There has been a lot of noise and data around private credit – part of a wider expansion of

Alt Investments
April 25, 2024

CAPTRUST Agrees Alternative Investment Platform Pact

The wealth manager will use the SaaS offering from CAIS.

Alt Investments
April 19, 2024

iCapital's Expansion Continues Apace

With so much focus on the rise of alternative/private markets' access in recent years, firms such

Alt Investments
April 11, 2024

Baird Wades Deeper Into Alternative Investment Waters

One of the firms that has ridden the alternative investments access wave has added to its

M and A
April 2, 2024

iCapital Agrees To Buy Mirador, Raises Data, Reporting Game

Having established itself for more than a decade as a fintech platform focused on alternative

Alt Investments
March 29, 2024

HNW Investors Must Raise Their Private Markets Ambitions – Hightower Advisors

This news service interviews the Chicago-headquartered firm about the need for advisors to educate

Alt Investments
November 28, 2023

Private Markets Ecosystem Says It Fixes Fragmented Sector

In the quest to improve access and take out some of the chores and complexities involved in private

Comment & Analysis results for iCapital