Through Addepar's new Marketplace application, clients can invest in funds through financial-technology company Artivest, and in pre-initial public offering tech firms through a partnership with EquityZen.
Even as the number of advisors jumping channels has slowed during the pandemic, it has not stopped independent channels from continuing to attract the most net new advisors, according to new data.
Bank headquarters housing thousands of staff might go out of fashion if people need to take the elevator only two at a time.
Advisor head count at the big firms continued to erode, and the expected flight to cash, zero interest rates and slowdown in economic activity cut into assets under management.
Look out Vanguard PAS! Market volatility will likely help hybrid models and the full-service wealth management segment, according to Aite Group.
Advisors say athletes face particular difficulties during the coronvirus pandemic.
MP Securitized Credit Partners posted a net return of 47.9 percent in March in its $162-million flagship vehicle.
Morgan Stanley’s best trading performance in more than a decade capped off a quarter in which Wall Street capitalized on wild markets. But the firm cast doubt on whether those gains can continue.
Northern Trust Asset Management President Shundrawn Thomas has been instrumental in moving the firm's diversity and inclusion efforts forward.
