Independent advisers moving capital from public fixed income to private credit by Released | Apr 29, 2024 Crystal Capital Partners has announced the results of its thematic survey of financial advisers on its platform.
Advisers prepared to drive client funds back into the market by Andrea Zander | Apr 29, 2024 Approximately 72 percent of financial advisors intend to transition client funds from cash and short-term products back into the market during the next 12 months, according to a recent FUSE survey of financial advisers.
Insights from RPIA’s Liam O’Sullivan on liquidity trade-off by Andrea Zander | Apr 29, 2024 As more investors demand alternatives and private assets, they may not be considering the liquidity trade-off involved in these products, according to a Wealth Professional article with an interview of Liam O’Sullivan, principal and co-head of client portfolio management at Toronto-based fixed income asset manager RPIA.
Farmland investment trends: David Muth shares perspectives on investor interest in sector by Andrea Zander | Apr 26, 2024 There's certainly a significant infrastructure of institutional farmland investment groups that are committed to this to farmland, said David Muth of Peoples Company Capital Markets, the Investment platform for Peoples Company, in an AgWeb article.
U.S. GDP slows, inflation remains persistent by Lewis Dayton | Apr 26, 2024 U.S. real GDP grew at a 1.6 percent annual rate in first quarter 2024, the Department of Commerce reported in its advance estimate. That is a slowdown from fourth quarter 2023, when real GDP increased by 3.4 percent.
Illiquid assets move up the investment agenda, study shows by Released | Apr 26, 2024 More than three-quarters (78 percent) of institutional investors and wealth managers will increase allocations to illiquid assets during the next five years, with 10 percent making dramatic increases, new research from international asset management company Managing Partners Group (MPG) reveals.
Westwood Holdings Group hires senior solutions portfolio manager by Released | Apr 26, 2024 Westwood Holdings Group, an investment management boutique and wealth management firm focused on U.S. Value, Multi-Asset, Real Assets, Alternatives and Custom Investment Solutions, announces the addition of Michael Kovacs as a senior solutions portfolio manager on its Managed Investment Solutions Team. Operating from the Chicago office, Kovacs will spearhead the design and execution of technology-driven equity solutions that emphasize adaptability, transparency and outcomes. The Managed Investment Solutions capability was added last year to bolster the firm’s ability to provide customized solutions to institutional and wealth investors.
Several RIAs purchase stakes in Bitcoin ETFs by Andrea Zander | Apr 26, 2024 Several RIAs have made purchases in Bitcoin ETFs during the first quarter in the months after the SEC approved the vehicles in January, according to a Wealth Management article sourcing recent quarterly 13-F filings.
Tom Riley to join Alpha Capital Family Office by Released | Apr 26, 2024 Alpha Capital Family Offices (ACFO) has recruited industry veteran Tom Riley, CFA® to join and lead portfolio management at the firm.
Michael Lane named new position called chair for U.S. wealth clients at BlackRock by Andrea Zander | Apr 26, 2024 Michael Lane was named to a new position called chair for U.S. wealth clients at BlackRock, reported Barron’s.
