News and insights from WealthManagement.com
Semiliquid Funds Likely to See 12X Growth in the Next Five Years
Reports from McKinsey and Deloitte project that the growing popularity of semiliquid funds will bring significant new inflows for asset managers.
PGIM, Partners Group to Build Multi-Asset Portfolios for Individual Investors
The portfolios, aimed at both private wealth and institutional clients, will combine public and private market exposure across multiple asset classes.
Don’t Forget to Ask Clients About Their Collectibles
Even if you don’t know a Van Gogh from a Van Winkle, you’ll want to get up to speed on valuing, selling, gifting and transferring collectibles.
12 Investment Must Reads for This Week (Sept. 22, 2025)
The Daily Upside examines how rate cuts could impact ETFs. Morningstar looks at whether 60/40 portfolios need more global exposure. These are among investment must-reads for financial advisors this week.
The Growth of Private Credit: Where Strategy Meets Opportunity
Join us on September 30 as we explore the market dynamics, opportunities, and trends shaping private credit.
Robinhood Plans to Launch Private-Company Fund for Retail
Robinhood said it has filed with the SEC to begin the process to offer public shares of Robinhood Ventures Fund I.