SEI: University Endowments Are Chasing Better Returns
More than half the educational institutions surveyed have incorporated real estate into the portfolio. All draw on the assets for current revenue.
Recent
Dynasty Files To Go Public
Top TAMP will trade under the ticker "DSTY." We have a feeling proceeds will be used for acquisitions as well as expanding the platform from within.
AssetMark: Give HNW Clients Everything They Want
For HNW clients, it’s not just about investments, it’s about what their money can do for them. Are you up for every aspect of what that really means?
SMArtX 2022 Virtual Award Winners Include Flexible Plan, Rareview
Carefully curated ecosystem now supports nearly 1,000 strategies, but only 11 rose to the top in a volatile year . . . including a few familiar names.
Envestnet Cools Buyout Rumors
While a private equity sale may open doors, leading TAMP's stock has always been its main tool of M&A. Bill Crager seems reluctant to change that now.
AssetMark: Outsourcing The Office (Front, Middle, Back)
What do advisors delegate to outside partners? Numbers speak louder than theory . . . especially when it comes to revealing what's missing.
SmartLeaf: Direct Index Objections Deflated
Direct indexing is efficient and scalable. Why would anyone stay in conventional ETFs and index funds, assuming their partners can handle the details?
