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EP Wealth Advisors forms strategic partnership with Opto Investments

by Released | Oct 10, 2024

EP Wealth Advisors, an independent registered investment adviser (RIA) with an expanding national presence and client base, has announced its strategic partnership with Opto Investments, the technology-enabled solution expanding private markets access for independent investment advisers.

Survey finds workplace retirement plan participants are interested in alternative investments, but knowledge gap remains a challenge

by Kali Persall | Oct 9, 2024

More than one-third (36 percent) of investors participating in a 401k, 403b or 457 workplace retirement savings plan said they would invest in private equity and private debt investments if their plan provided access to these assets, according to the Schroders 2024 U.S. Retirement Survey. Yet the knowledge gap among plan participants remains a significant hurdle.

Bluerock Value Exchange seeks $32m for new industrial DST offering

by Kali Persall | Oct 9, 2024

Bluerock Value Exchange, a long-time, national sponsor of 1031 exchange and Delaware Statutory Trust (DST) investment programs, is seeking to raise approximately $31.6 million from accredited investors for its latest 1031 exchange/DST offering, BR Diversified Industrial Portfolio IV, DST (DIP IV).

BlackRock launches new technology platform for asset managers

by Kali Persall | Oct 9, 2024

BlackRock has launched eFront Provider, a new fund-servicing technology platform designed to offer asset managers a modern fund-servicing experience, which includes real-time views into their clients’ private markets investor, fund and investment data.

U.S. adds 254,000 jobs in September

by Loretta Clodfelter | Oct 9, 2024

Total nonfarm payroll employment increased by 254,000 in September, higher than the average monthly gain of 203,000 over the prior 12 months, according to the Bureau of Labor Statistics, and the unemployment rate was 4.1 percent.
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