This content is from: Portfolio The World’s Dominant Investors in Private Equity Sovereign wealth funds and public pension plans are absorbing massive amounts of private equity assets. By Christine Idzelis November 06, 2020
This content is from: RIAIntel A European Forewarning to U.S. Wealth Managers "As the pandemic lingers on, what started as tactical, piecemeal, short-term changes are looking like business as usual in the 'new normal.'” By Michael Thrasher October 29, 2020
This content is from: RIAIntel How Many Wealth Managers Received PPP Loans? No One Knows For Sure. At least 1,436 investment advisory firms applied for and accepted money, according to the SBA. Evidence suggests that number could be off base. By Michael Thrasher July 07, 2020
This content is from: Portfolio KKR Moves to ‘Democratize’ Private Equity as SEC Signals Industry Scrutiny The private equity giant has invested in iCapital, which will offer individual investors access to KKR’s strategies. By Christine Idzelis March 03, 2021
This content is from: RIAIntel A Captrust Deal For $154 Billion — And a Stark Message to All Retirement Plan Advisors Cammack Retirement Group sells and a trend in wealth management gains momentum. By Michael Thrasher February 16, 2021
This content is from: RIAIntel The Sacrificial Asset Classes for Advisors' Growing Crypto Allocations A survey reveals how private wealth managers are making room in investment portfolios. By Michael Thrasher January 12, 2021
