TCW, a global asset management firm, has unveiled a new partnership to help advisors provide clients with valuable analyses and research.
On Thursday, the fund management giant announced the launch of TCW On Markets, a new platform designed to provide financial advisors and wealth managers with advanced market insights.
Launched in collaboration with fintech firm Clearnomics, the platform aims to deliver customizable, white-labeled insights covering a variety of topics, including public and private markets, economic trends, financial planning, and investing.
“Investors need clarity and perspective from their trusted advisors,” Megan McClellan, head of corporate strategy at TCW said in a statement.
“We are thrilled to launch TCW On Markets with Clearnomics to arm financial advisors with client-ready market and economic insights powered by TCW’s best-in-class investment research with Clearnomics’ powerful platform.” McClellan said.
With over five decades of experience, TCW manages a wide array of investment products spanning fixed income, alternative investments, equities, and emerging markets. Among its offerings is an AI-focused mutual fund, launched in 2017, which it’s filed to reorganize into an ETF.
TCW’s clients include major corporate and public pension plans, financial institutions, endowments, foundations, and high net worth individuals.
“We are very excited to announce this new partnership, the first of its kind in the asset and wealth management industry,” said James Liu, founder and CEO of Clearnomics.
Drawing on team of over 100 portfolio managers and research analysts, TCW has established itself as a trusted thought leader with deep investment expertise.
Meanwhile, Clearnomics lets advisor users easily create branded and shareable insights on the stock market, bonds, economic growth, and asset allocation, among other areas.
“[E]verything we do is guided by an insights-driven approach to serve advisors,” Liu said. “TCW’s investor-led research process make them the ideal partner for this innovative new advisor service.”
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.