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CAIS Adds First Models to its Models Marketplace

2 days ago | wealthmanagement.com | Elaine Misonzhnik

The 10 models are the first to be added to CAIS's recently launched Models Marketplace and feature substantial exposure to private markets. Alternative investment platform CAIS unveiled the first investment models to be added to its recently launched CAIS Models Marketplace. The new line-up includes multi-asset model portfolios, three each from BlackRock, Carlyle and KKR, and one multi-asset, multi-manager model from Franklin Templeton.
Investors Look to Financial Advisors for Risk Assessment on Digital Assets

5 days ago | wealthmanagement.com | Elaine Misonzhnik

The firm’s recent survey found that Bitcoin, crypto ETFs remain preferred methods to allocate to digital assets. Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues for allocation. These were among the findings of a recent survey administered by CoinShares, a global investment firm specializing in digital assets.
&Partners Founders Discuss the Power of Answering Advisor Calls at 5:30 a.m.

1 week ago | wealthmanagement.com | Alex Ortolani

Two of &Partners’ founders, David Kowach and Kristi Mitchem, explain how they came to launch a boutique advisor model where no one person has more than a 5% equity stake. &Partners, the St. Louis-based hybrid broker/dealer launched by David Kowach, former president and CEO of Wells Fargo Advisors, has been on a recruiting rocket ship since it launched in August 2023.
Advisors Favor Private Equity in Alternatives, Face Liquidity Challenges

1 week ago | wealthmanagement.com | Elaine Misonzhnik

A survey from iCapital shows strong interest in evergreen funds, but advisors cite challenges to broader alternative investments adoption. Attracting new clients is the top reason U.S. financial advisors add alternative investment options to their portfolios, according to the 2025 iCapital Global Advisor Survey released this week.
REITs Show Resilience Amid Market Volatility and Trade Uncertainties

1 week ago | wealthmanagement.com | David Bodamer

As with other assets, increased market volatility whipsawed the public REIT market. However, bolstered by strong fundamentals and performance, REITs are maintaining their guidance. Like other securities, public REIT stocks have ridden a roller coaster this year as on-again, off-again tariffs sent markets into a tailspin when announced, only to rapidly recover as they’ve been tweaked, delayed and scaled back. Amid that backdrop, REIT fundamentals have remained resilient.
Merit Financial, CapWealth, Ameriprise, LPL and Raymond James

1 week ago | wealthmanagement.com | Alex Ortolani

In addition, Ameriprise added a $300M team, LPL’s independent division launched an RIA, and Raymond James’ independent and employee channels added firms of $500M and $340M, respectively.
Family Offices Boost Private Credit Allocations Amid Market Shifts

1 week ago | wealthmanagement.com | Silla Brush |Ben Stupples

(Bloomberg) -- Family offices want more of the private credit boom. More than half of 175 family offices around the world are optimistic about private credit and almost one-third said they intend to increase allocations to the asset this year, the most of any type of alternative investment, according to a survey released Tuesday by BlackRock Inc. The super-wealthy also are increasingly bullish about infrastructure investing, with 30% saying they plan to commit more of their money to the market.
Will Other States Follow Suit Against Crypto?

1 week ago | wealthmanagement.com | Pat Donachie

Oregon’s Attorney General filed a complaint against Coinbase and urged states to take up the fight to fill the SEC’s alleged “enforcement vacuum,” but it remains to be seen if other states will do so. As the Securities and Exchange Commission continues changing course on its approach to regulating cryptocurrencies under the Trump administration, the industry is waiting to see if more states will take up the fight launched by Oregon’s Attorney General against Coinbase.
Morgan Stanley Designates Advisors for Private Company Wealth Management

1 week ago | wealthmanagement.com | Hannah Levitt

Morgan Stanley will label a couple hundred of its 15,000 financial advisers with a “founders specialist designation,” which will allow them to offer products and services tailored to the specific needs of clients whose wealth is concentrated in a private company. (Bloomberg) -- Morgan Stanley is doubling down on its efforts to manage the wealth of founders, investors and employees of closely held companies, adding a new designation for advisers focused on the space.
401(k) Real Talk Episode 156: June 18, 2025

1 week ago | wealthmanagement.com | Fred Barstein

Fred Barstein is founder and CEO of The Retirement Adviser University, a collaboration with UCLA Anderson School of Management Executive Education, The Plan Sponsor University and 401kTV.