AllocateRite的动态

?? Big News in Wealth Management! Wall Street groups are set to acquire Envestnet, a leading provider of specialized software and data tools for the wealth management industry, in a monumental $4.5bn deal. This acquisition underscores the growing demand for independent wealth management services among younger, more tech-savvy clients. ???? Envestnet's tools, which are utilized by over 100,000 financial advisers to manage more than $6tn in assets, have made it a key player in the industry. The consortium, including Bain Capital, BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors, plans to revamp Envestnet’s technology and further consolidate the wealth management industry. *Key highlights:* A. The deal underscores a $90tn transfer of wealth to younger generations in the coming years. B. Envestnet offers one of the industry's largest fee-based technology platforms for asset management. C. The consortium aims to make significant investments in Envestnet's product offerings and technology. This strategic move reflects Wall Street’s belief in the continued growth of independent wealth management services, as clients seek alternatives to high fees and potential conflicts associated with large financial groups. ?? Exciting times ahead for the wealth management industry as it evolves to meet the needs of the next generation of investors! ?? #WealthManagement #Finance #Investing #TechInnovation #AssetManagement #WallStreet https://lnkd.in/g56r4Mh7

Cohen & Steers Joins SUBSCRIBE Alternative Investment Platform to Expand Private Real Estate Access for Private Wealth Channel We are excited to announce that leading real assets investment manager Cohen & Steers (NYSE: CNS) has joined the SUBSCRIBE platform to offer its private real estate strategies. The implementation of a centralized operating system will streamline investment and operational processes for clients in the private wealth channel while expanding availability of Cohen & Steers’ alternative products, such as Cohen & Steers Income Opportunities REIT, Inc. (“CNSREIT”), a perpetual-life non-traded REIT, to financial advisors using SUBSCRIBE. “We believe we’re approaching a generational opportunity in the private commercial real estate market that funds with fresh capital will be well-positioned to leverage,” said Daniel Noonan Head of Wealth Management Consulting Group at Cohen & Steers. “Our partnership with SUBSCRIBE will enable Cohen & Steers to continue delivering innovative products and solutions to help financial advisors optimize their clients’ portfolios with private real estate through a seamless, end-to-end experience.” Read more:https://bit.ly/3MLm3Ip Thank you Daniel P. Charles, Daniel Noonan, Damon Karras, CAIA, Arjun Mahalingam, CFA, CPA and the Cohen & Steers team! #privatemarkets #wealthmanagement #realestate #fintech

Which are better #openendfunds or #closeendfunds when looking at #alternativeinvestments? With more #assetmanagers and owners opting for #alts as an essential part of their portfolio we decided to call your attention to this insight from J.P. Morgan Asset Management. Are you looking for a better way to track #Jcurves and other #cashflow analytics regarding these types of alternatives? Can you easily distinguish between core and non-core assets while understanding performance throughout history? Vidrio(dot)com has assisted #allocators with answers to these questions for decades. Please take a tour of our platform solution today at Vidrio(dot)com/learn-more. Assessing the benefits of open-end alternative investments https://hubs.li/Q02R3fZQ0

?? Introducing Future Capital Construct: the all-in-one solution for RIAs to manage clients' held-away 401(k) assets directly. Enhance your advisory services and strengthen client relationships. Thank you to Alex Ortolani and PLANADVISER for highlighting our newest offering. ? Read the full story here: https://lnkd.in/e3FrjpnJ #FutureCapital #RetirementPlanning #WealthTech #FinTech #FinancialAdvisors

At Future Capital, we know there isn't a one-size-fits-all solution for managing 401(k) assets. That's why we've launched Future Capital Construct. Check it out ??

Which are better #openendfunds or #closeendfunds when looking at #alternativeinvestments? With more #assetmanagers and owners opting for #alts as an essential part of their portfolio we decided to call your attention to this insight from J.P. Morgan Asset Management. Are you looking for a better way to track #Jcurves and other #cashflow analytics regarding these types of alternatives? Can you easily distinguish between core and non-core assets while understanding performance throughout history? Vidrio(dot)com has assisted #allocators with answers to these questions for decades. Please take a tour of our platform solution today at Vidrio(dot)com/learn-more. Assessing the benefits of open-end alternative investments https://hubs.li/Q02R3c3y0

‘The growth in evergreen semi-liquid type funds is a benefit because it’s attracting more capital to the space, which on an absolute basis, is lacking in the capital needed to consummate deal flow,’ according to Churchill Asset Management’s head of secondaries Nick Lawler. ‘A challenge is that so much capital today is being raised quicker than it can be put to work, which is shifting pricing.’ ‘Allowing optionality and the ability to roll over is very important. The second consideration is symmetry in terms of information access."

Boost Your Growth with Effective Distribution Strategies Improving your fund distribution strategy is crucial for unlocking growth and ensuring your fund reaches the right investors. FundFront's latest article delves into the critical pain points in fund distribution and offers actionable solutions to streamline your processes and expand your reach. Read the full article here: https://lnkd.in/derg6QHs Feel free to share your thoughts or reach out if you're facing similar challenges. #InvestmentFunds #FundDistribution #AlternativeInvestments #FundManagement #WealthManagement #FundFront

Building powerful partnerships to better serve our clients is part of our DNA. ? Ilario Attasi, Group Head of Client Investment Specialists at Quintet Private Bank, tells Paperjam how our firm’s 2023 cooperation agreements with BlackRock and Moonfare are in line with this approach. “Client relationships are always at the heart of everything we do,” he says. ? Read the full article: https://lnkd.in/eseQqX3G ? Investing puts your capital at risk. ? #WorkingTogether #Collaboration #WealthManagement #PrivateBanking

Do you have wealth clients who participate in employer sponsored Retirement plans? I'm sure you do. Future Capital is excited to offer advisors a tool they can use to advise on those assets and get compensated for it! Future Capital can give advisors with wealth clients the tools needed to build a wholistic financial plan for their clients, including their employer sponsored retirement account. Check out the PLANADVISOR article below to learn more!