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.
Osaic-owned CW Advisors has added more than $500 million to reach $14.5 billion in AUM, while Apella's latest deal brings more than $1 billion in new client assets.
The up-and-coming Los Angeles-based RIA is looking to tap Merchant's resources to strengthen its alts distribution, advisor recruitment, and family office services.
US wealth advisory business will get international footprint boost with new tie-ups.
New research shows physicians start their careers at least $200K in debt.
By listening for what truly matters and where clients want to make a difference, advisors can avoid politics and help build more personal strategies.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
