The Chartered Alternative Investment Analyst Association (CAIA) has launched a platform offering online educational modules in several alternative investment categories.
Upon completion of the modules within the platform, called UniFi by CAIA, participants will earn a microcredential signifying “they have achieved a notable level of knowledge around a specific topic,” CAIA said in a release.
The areas covered in the program including private credit, private equity and digital assets.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.