AltsEdge, a 10-module education initiative designed to help advisers better understand alternative investments, has been launched by the iCapital Foundation and the Chartered Alternative Investment Analyst Association.
The courses provide an overview of the private markets, various strategies and product structures, hedge funds and registered funds, and portfolio construction. They also will provide an opportunity for advisers to earn continuing education credits.
The iCapital Foundation is a nonprofit adviser and investor education organization created by iCapital Network, a financial technology platform for alternative investing. CAIA Association is a credentialing body in the alternatives industry.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
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.
