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Read more about the article Wealth Managers Rush to Offer Access to Alts Amid Surging Demand

Wealth Managers Rush to Offer Access to Alts Amid Surging Demand

  • Post published:March 8, 2023
  • Post category:In the News

Wealth management firms made a big push into alternatives in 2022 as a way to diversify portfolios, manage volatility, generate income and protect against inflation, according to several recent industry reports.

Continue ReadingWealth Managers Rush to Offer Access to Alts Amid Surging Demand
Read more about the article Cynosure Taps Alts Provider to Build Single PE Feeder

Cynosure Taps Alts Provider to Build Single PE Feeder

  • Post published:February 7, 2023
  • Post category:In the News

The Cynosure Group has tapped third-party alternative platform provider Proteus to make it easier for registered investment advisors to access Cynosure’s private equity strategies.

Continue ReadingCynosure Taps Alts Provider to Build Single PE Feeder
Read more about the article Investor platforms grow on massive private credit expansion

Investor platforms grow on massive private credit expansion

  • Post published:May 19, 2022
  • Post category:In the News

Direct lending’s status as the must-have private market asset strategy has now firmly spilled over into the expanding retail marketplace due to traditional stock and fixed-income market returns retreating to…

Continue ReadingInvestor platforms grow on massive private credit expansion
Read more about the article New generation of credit strategies meet retail demand

New generation of credit strategies meet retail demand

  • Post published:March 29, 2022
  • Post category:In the News

Private credit shops have been scaling up their investment platforms as of late, but little did many of them know that alternative investment-oriented retail platforms have already paved the way…

Continue ReadingNew generation of credit strategies meet retail demand
Read more about the article Proteus Wins 2021 ThinkAdvisor LUMINARIES in Two Categories

Proteus Wins 2021 ThinkAdvisor LUMINARIES in Two Categories

  • Post published:August 27, 2021
  • Post category:In the News

Proteus, LLC, an Indianapolis-based alternative investment technology firm, is pleased to announce it has been recognized as a 2021 ThinkAdvisor LUMINARY in two categories: Thought Leadership & Education and Deal Making & Growth.

Continue ReadingProteus Wins 2021 ThinkAdvisor LUMINARIES in Two Categories
Read more about the article Are Alternatives the Next Frontier for Model Portfolios?

Are Alternatives the Next Frontier for Model Portfolios?

  • Post published:July 20, 2021
  • Post category:In the News

Wealth management distributors have increasingly added model portfolios to their shelves of products over the past year from third-party asset managers.

Continue ReadingAre Alternatives the Next Frontier for Model Portfolios?
Read more about the article With a New Platform This VC Firm Aspires to Make the Asset Class More Accessible to RIAs

With a New Platform This VC Firm Aspires to Make the Asset Class More Accessible to RIAs

  • Post published:July 14, 2021
  • Post category:In the News

“It's not a matter of if your clients are going to participate in venture capital, it's a matter of when. And when that happens, are you going to be alongside…

Continue ReadingWith a New Platform This VC Firm Aspires to Make the Asset Class More Accessible to RIAs
Read more about the article Ramped up alts right-sizing follows key regulatory moves

Ramped up alts right-sizing follows key regulatory moves

  • Post published:March 15, 2021
  • Post category:In the News

In the nine months since the U.S. Labor Department announced that private equity would be an option within 401(k) plans, platform providers, communicators and investors are still . . .

Continue ReadingRamped up alts right-sizing follows key regulatory moves
Read more about the article Proteus platform builds out model alts portfolios

Proteus platform builds out model alts portfolios

  • Post published:January 18, 2021
  • Post category:In the News

Teaming up with Callan, Indianapolis-based investment platform Proteus has developed what they believe to be the first set of investible model portfolios and asset class pools for alternative . .…

Continue ReadingProteus platform builds out model alts portfolios
Read more about the article Schwab Launches 2 Custom-Built Variable Annuities: Portfolio Products

Schwab Launches 2 Custom-Built Variable Annuities: Portfolio Products

  • Post published:January 15, 2021
  • Post category:In the News

Charles Schwab has introduced two new, low-cost variable annuities: The Schwab Genesis Variable Annuity, offered directly to Schwab clients, and the Schwab Genesis Advisory Variable Annuity, available through independent RIAs who custody…

Continue ReadingSchwab Launches 2 Custom-Built Variable Annuities: Portfolio Products
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