AltsEdge, a 10-module education initiative designed to help advisers better understand alternative investments, has been launched by the iCapital Foundation and the Chartered Alternative Investment Analyst Association.
The courses provide an overview of the private markets, various strategies and product structures, hedge funds and registered funds, and portfolio construction. They also will provide an opportunity for advisers to earn continuing education credits.
The iCapital Foundation is a nonprofit adviser and investor education organization created by iCapital Network, a financial technology platform for alternative investing. CAIA Association is a credentialing body in the alternatives industry.
Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.
The agency's proposal to rescind the contentious 2024 Biden-era mandate opens up a 60-day public comment period.
The Carmel, Indiana RIA grew nearly 150% in assets since severing ties with its first backer following a FINRA dispute.
Meanwhile, Raymond James' employee arm adds a defector from D.A. Davidson, and South Carolina-based RIA Ballast Rock Private Wealth recruits a new advisor.
A FINRA arbitration panel sided with a former wealth manager fired over a $642 deli platter and a disputed client event.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
