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.
Also, Merrill and Wells Fargo each announced a spree of hiring, drawing experienced advisors managing more than $2 billion from across the East and West Coasts.
New Escalent research shows younger advisors are driving a shift away from self-built portfolios toward technology-enabled solutions.
A CFP with 27 years of experience joins Baird's Chandler office, the latest in a string of advisor additions fueling the firm's Southwest growth.
The deal gives Envestnet institutional-grade trading and tax technology alongside Vestmark's advisory client base
The AI-driven RIA has doubled its advisor base to over 150 this year and is on pace to top $100M in annual recurring revenue
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
