Behavioral finance meets AI with launch of new fintech platform
Partnership promises 'future of financial advice’ with digital assistant that helps to deepen advisors’ understanding of clients.
Firms and advisors need an alt-friendly tech solution
As alternative investments grow in popularity, firms and advisors will need tech that enables them to provide better service to clients exposed to such assets.
Industry groups accuse SEC of trying to ‘vastly expand its authority’ over dealer rule
Three associations say investors will lose out from expanded dealer definitions.
Infrastructure investment is primed for growth, with private investors essential
Last year was challenging for the asset class but the trajectory remains positive.
CalPERS has $34B bet on private equity, shifts from equities
Largest US pension fund believes riskier assets will outperform.
Investors are in a risk-on mood: BofA
A survey of fund manages shows rising preference for Europe, emerging markets stocks.
UBS market cap smashes $100B threshold
It's been one year since the firm’s takeover of Credit Suisse.
Multifamily office Caprock strikes first deal for $2.2B boutique firm
The Idaho-headquartered multi-family office tops the $11B AUA mark as it scoops up an independent wealth firm based in Chicago.
Barings blasts asset manager Corinthia over ‘corporate raid’
The MassMutual subsidiary filed legal action as an aggressive recruitment strategy threatens its status in the private credit space.