Sovereign Wealth Funds Move In: A New Capital Force in Wealth Management
As the RIA industry continues rapid consolidation and growth, a new class of capital providers is emerging alongside familiar faces of private equity.
Recent
Citi CEO: Something 'Deeper' Is Going On In Financial Markets Right Now
A hat tip to Citigroup (C) CEO Jane Fraser for aiming to snag a few headlines of her own in a rare blog post on Friday.
iCapital® Will Acquire Citi Wealth’s Alternative Investments Feeder Platform
iCapital will acquire Citi Wealth’s Alternative Investments Feeder Platform and will provide end-to-end technology solution Alternative Investment.
“Bond King”— Projects Gold Could Climb as High as $4,000 Per Ounce
Jeff Gundlach, founder and CEO of DoubleLine Capital, expects gold’s record-breaking rally to continue, forecasting a potential 20% increase.
Broker-Dealers Face Multi-Billion Dollar Fee Disruption as ETF Share Class Momentum Builds
Brokerage firms stand to lose up to $30Bn annually in fees if regulators approve the widespread adoption of ETF share classes for mutual funds.
New Tariffs Triggered the Most Significant Bond Selloff in Decades
Trump’s announcement of new tariffs triggered most significant bond selloff in decades, stark reminder of persistent risk facing investors today.
Altruist has Raised $152 Million in a Series F Funding
Altruist, the Los Angeles-based custodian aiming to disrupt the traditional RIA servicing model, has raised $152 million in a Series F funding round.
