This content is from: Corner Office Over the Rainbow: LGBT Couples Present an Opportunity for RIAs Now that the U.S. Supreme Court has legalized gay marriage throughout the U.S., financial planning for same-sex couples will be easier. By Anne Szustek December 11, 2017
This content is from: Portfolio AllianceBernstein Seeks to Attract the Wealthy to Alternative Investing AllianceBernstein is the latest asset manager to allow RIA firms and multifamily offices to access its alternative investment offerings through fintech firm iCapital Network. By Christine Idzelis July 31, 2018
This content is from: Culture Two Sigma Built an Invite-Only Competitor to BlackRock’s Aladdin. Now, Any Institution Can Get It. The basic version is free. By Leanna Orr November 13, 2019
Sponsored Now Might Be the Time for Small Caps They’ve had a rough ride, but their value prop, especially through ETFs, may be hard to ignore. Sponsored by iShares October 15, 2019
This content is from: Corner Office Hiring Activity Suggests Alts Firms Are Eying Wealth Management Private equity, private debt, and hedge fund firms are increasingly looking to market their funds to wealth management clients, according to Jensen Partners. By Amy Whyte May 13, 2019
This content is from: Portfolio Merrill Lynch, Legg Mason, Captrust Top DC Providers Survey Plan advisors rank the best recordkeepers, DCIOs, broker-dealers, and RIAs in II’s first-ever DC Industry Leaders study. By Staff May 23, 2017
