Morningstar Inc. and iCapital will partner to bring Morningstar Advisor Workstation users smoother access to alternative investments and analytics. The workstation will use iCapital’s analytics to ...
Structured products and annuities platform Luma Financial Technologies announced Friday that it has broadened its existing partnership with the private market investing platform Yieldstreet.
​The next phase of the private wealth channel will not be defined by how many investors gain access to alternatives. ​It will ...
Templum is Working with SoFi to Grant Everyday Investors Access to Alternative Investment Opportunities Historically Reserved for the Ultra Wealthy NEW YORK--(BUSINESS WIRE)--Templum, Inc. ("Templum") ...
A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due ...
Pravati Capital, one of the oldest litigation finance firms in the U.S., announced a strategic partnership with SEI Access(TM), SEI's alternative investment product marketplace, to offer litigation ...
Access to alternative investments and private markets has been increasing in recent years, a trend that is expected to continue. Processing Content One of many recent indications of that came last ...
Andrew Krei is co-chief investment officer at Crescent Grove Advisors, and founding partner and co-chief investment officer of Barrett Upton Capital Partners LLC, a new alternative investment firm ...