Based in New York, Alex Kokolis will bring his experience from MSCI, Wilmington Trust, UBS and Merrill Lynch to Citi on Sept. 8
CAIS partner Brad Walker on AI-powered tools, alternative allocations and the future of integrated portfolio construction.
The company's investment in the NFL legend's $1 billion athletic brand comes as Dynasty crosses $200 million in private markets funds over the last nine months.
Proposal to make historic shift in US digital asset policy would give crypto issuers two registration exemptions and a safe harbor from securities classification.
FINTRX finds that new entrants to the space prefer bespoke equity and direct investment strategies over traditional fund structures.
Construction worker finds what may be a hidden family fortune and could get to keep it, eventually.
Strong corporate fundamentals and an AI-driven portfolio tilt underpin the asset manager's August 2026 outlook.
Clark will join Citi in November, after he has completed garden leave.
Homebuyer numbers drop to an all-time low, mortgage rates climb to a one-year high, and rent costs squeeze families, while homeowner equity hits a record $18 trillion.
Nuveen's Brian Griggs on funding allocations, managing liquidity, and identifying which clients are truly ready for private assets.
A new iCapital survey of 870 advisors finds surging allocation intent but growing operational and compliance barriers to delivering alts at scale.
Meanwhile, other clients are waiting in line to sell back shares worth billions of dollars to private loan funds.
New SEC guidance eases securitization rules for data centers as Nvidia and Wall Street unveil a $500 billion AI financing push.
The bankrupt fintech platform, which had drawn users seeking access to pre-IPO shares of tech startups, claims a last-minute breach of contract threatens to delay recovery for more than 13,000 defrauded customers.
Jeff Bezos is closing in on an ownership deal involving the legacy soccer franchise, the latest sign of ultra-wealthy investors eyeing sports franchises as a core portfolio asset.
New data shows defaults at Ares, Blackstone, Blue Owl and Golub at their worst since 2021, even as Q2 fundraising sets pace for a record year.
Report finds that small, disciplined crypto allocations improved risk-adjusted returns across all client profiles over a three-year period.
Affordability has edged slightly higher for first-time buyers, but the gap between what Americans earn and what homeownership costs remains historically wide.
Platforms like Agentiq offering athletes upfront cash are drawing red flags from wealth advisors.
It’s been a tough year for such funds. For the year ending Monday, the S&P BDC Index was down 21.4%.
