The bank's alliance with the asset management behemoth will see Citi unveil a new customized portfolio offering for clients across nearly 100 countries.
The deal announced Thursday will see the firms offering target-date strategies, model portfolios, and other vehicles with a dose of private investment exposure.
Wealth.com and Shaping Wealth have also tapped other industry heavyweights to beef up their own advisory boards.
Financial advisors offer their opinions on the rapid rise of private credit in client portfolios.
Regulators set roadmap for innovation with investor protections.
The share has dipped slightly from earlier in the year but is up year-over-year.
InvestmentNews wraps up the latest stats on residential real estate.
The deal will see the global alts giant snap up the fintech firm, which has struggled to gain traction among advisors over the years, for up to $200 million.
Mounting regulatory pressures and proposed taxes are putting a strain on higher education institutions, forcing renewed focus on liquidity management and the secondary market for private equity.
Poll of 1,500 retirement plan investors finds 45% interested in private equity and private debt, with more than three-quarters saying they'd ramp up contributions as a result.
Private equity exit values and volume are up sharply, but investments in RIAs are taking a different path: “Many PE firms are now structuring proposals that allow RIAs to roll equity into their next fund,” Hue Partners' Emily Blue told InvestmentNews.
Luke Taylor, co-president of Stonepeak shares his insights with InvestmentNews.
Fidelity research finds resilience as DIY investors balance caution with optimism.
Report reveals measured growth, easing delinquencies, resilient credit behavior.
The fintech firms' latest additions, including veterans from Bloomberg and JPMorgan, come amid rising demand for alternative assets in the retirement space.
Mark Affolter, co-head of Sports, Media, and Entertainment at Ares, shares insights.
Traders, analysts, and executives left reeling as ramifications of reciprocal tariffs on bullion imports slowly sink in.
The president signed an executive order late Thursday which he says will broaden choice.
Advyzon has launched a new hub for professionally managed model portfolios, while SS&C unveiled a unified suite of wealth solutions under the Black Diamond banner.
The executive order directed at the Department of Labor and the Securities and Exchange Commission also gives an opening to cryptocurrencies and other alternative investments.
