This content is from: Corner Office Alts Giants Are Riding the Next Big Wave in Asset Management. This Smaller Manager Wants In. Medalist Partners, which specializes in private credit, has acquired a minority stake in Semper Capital to extend its offerings to the mass market. By Grace Chung November 09, 2022
This content is from: Corner Office How a Quiet SEC Decision Created a Complex Research Payment Problem A majority of asset managers believe the commission’s decision will result in even fewer independent research firms. By Julie Segal August 17, 2022
This content is from: Corner Office In Spite of Everything, Asset Managers Are Still on a Hiring Binge Private markets are the most active as the largest managers build teams to reach high-net-worth investors. By Julie Segal August 18, 2022
This content is from: RIAIntel Had They Listened to Schwab, RIAs Would Have Better Endured the Market Downturn RIAs are fixated on growth. But not all growth is equal. By Michael Thrasher July 28, 2020
This content is from: RIAIntel Raymond James: A Growing RIA Custodian Under the Radar The company is combining two business units, talking to RIAs that custody with competitors, and thinks more advisors should be calling it. By Michael Thrasher October 01, 2020
This content is from: RIAIntel Will RIAs Choose AssetMark Institutional, a TAMP’s New Twist on Serving Advisors? “What we noticed is that RIAs’ businesses were changing and they had needs that were unique to them,” AssetMark CEO Natalie Wolfsen said. By Michael Thrasher March 08, 2021
