PRESSADVANTAGE – Stephen Twomey has published a new educational resource exploring how serious and sophisticated investors use alternative investment apps to access, organize, and monitor private ...
Access filled the gap between spreadsheets and real databases. Cloud collaboration, security, and services like Power Apps ...
Structured products and annuities platform Luma Financial Technologies announced Friday that it has broadened its existing partnership with the private market investing platform Yieldstreet.
Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, is excited to announce the upcoming launch of Apex Alts, a groundbreaking solution designed to ...
On this Ropes & Gray podcast, ERISA and benefits partner Sharon Remmer is joined by litigation & enforcement partners, Amy Roy and Dan Ward, to discuss President Trump’s recent Executive Order that ...
Adriana Tullman is managing partner and head of capital markets at Peak Altitude Partners (“PeakAlts”). She focuses on driving growth and building lasting relationships with RIA, family office and ...
Templum is Working with SoFi to Grant Everyday Investors Access to Alternative Investment Opportunities Historically Reserved for the Ultra Wealthy NEW YORK--(BUSINESS WIRE)--Templum, Inc. ("Templum") ...
On August 7, 2025, President Donald J. Trump issued a much-anticipated Executive Order Democratizing Access for 401(k) Investors (the “Executive Order”) emphasizing the President’s view that it is ...
Artificial intelligence may be the acronym dominating financial headlines, but another AI—alternative investments—is redefining the future of wealth management. Once reserved for institutions and the ...
Wealth technology provider iCapital has just made alternatives diversification a little easier for advisors who use its platform. The global fintech provider announced that Architect, its portfolio ...