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…
Proteus, a registered investment advisor, alternative investments and private funds platform, has added new model portfolios and pooled funds to its platform for RIAs, multi-family offices, independent broker-dealers and private…
Proteus, a registered investment advisor, alternative investments and private funds platform, has added new model portfolios and pooled funds to its platform for RIAs, multi-family offices, independent broker-dealers and private…
Wealth managers can use the models and pools to simplify the creation and management of diversified alternative investment portfolios. Proteus and its research partner Callan LLC thoughtfully selected and vetted…
Proteus, an RIA, alternative investments and private funds platform, has partnered with with Baldwin & Clarke Advisory Services (BCAS), an independent wealth management firm to provide its high-net-worth investors with…
The SEC recently tweaked "Accredited Investor" rules. The hope among some wealth managers might be that this eases access to areas such as hedge funds, private equity and infrastructure. The…
Daydream about being rich? Kick yourself for not buying shares of Tesla or Facebook or Zoom or Beyond Meat when they first started selling stock to the public? You’re not alone. No…
Chicago-based Great Point Capital is now relying on Proteus to provide the firm’s independent investment advisors, broker-dealers and insurance agents with access to alternative asset classes. The firm plans on…
