IN THE NEWS
Are Alternatives the Next Frontier for Model Portfolios?
Wealth management distributors have increasingly added model portfolios to their shelves of products over the past year from third-party asset managers.
With a New Platform This VC Firm Aspires to Make the Asset Class More Accessible to RIAs
“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
Ramped up alts right-sizing follows key regulatory moves
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
Proteus platform builds out model alts portfolios
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
Schwab Launches 2 Custom-Built Variable Annuities: Portfolio Products
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
Model portfolios and sub-asset class pools added to Proteus alternative investments platform
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
Proteus New model portfolios and sub-asset class pools provide access to hedge fund investments
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
Proteus adds model portfolios and sub-asset class pools to alternative investments platform
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
Baldwin & Clarke Advisory Services partners with Proteus
Proteus, an RIA, alternative investments and private funds platform, has partnered with with Baldwin & Clarke Advisory Services (BCAS), an independent wealth management firm to
Don’t Expect SEC To Open Alternative Investment Floodgates
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,
Want to invest in an IPO? Here’s what you need to know to profit on initial public offerings
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
Great Point signs up for Proteus alts platform
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
Look Beyond the Fees to Judge Alts
When it comes to conducting due diligence on alternative investments, or most investments, too many financial advisers start and stop with the fees. That’s a
Proteus platform bridges the access gap for RIAs and family offices
Source: Alternatives Watch Indianapolis-headquartered Proteus Capital has been steadily building connections between alternative investment managers and investors that have long sought access to more sophisticated