Real Assets Adviser’s Post

"Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, announced that advisors from BFG Wealth and Cannon Capital Wealth Management joined Summit after it made strategic investments in both firms." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

"CapTrust Financial Advisors / CTFA.com, the Raleigh, N.C.-headquartered registered investment advisor, has surpassed $1 trillion in total client assets, a big milestone for the independent RIA channel. That includes $220 billion in assets under management, with the rest under advisement." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity

In April Rudin's 2024 US Wealth Management Outlook for the CFA Institute, she highlights #alternativeinvestments as an area of focus & opportunity looking ahead. Some great insights on the reasons why US wealth managers are increasingly evaluating and allocating to alternative investments on behalf of clients. https://lnkd.in/gGaifhRc.

"As advisors consider allocating capital, we think it is important to draw a distinction between putting capital to work in 2024, versus capital that was committed prior to 2021 when private markets were near peak valuations." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

At its third annual summit, CAIS launched an advisory division, and speakers discussed how advisors can get clients more comfortable with alternative investments. With insights from Marco Della Torre of Venn by Two Sigma; Jill Jensen, CIMA® of Nuveen, a TIAA company; and Brendan McCurdy of Ares Wealth Management Solutions. #alts #financialadvisors #investmentstrategies

"Our relationship with NEPC, LLC stemmed from the exciting and distinctive opportunity that both businesses can offer the private wealth market when combined,” said Bob Oros, Chairman & CEO at Hightower Advisors." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

"Lido Advisors, LLC , a leading wealth advisory firm with over $24 billion in regulatory assets under management (RAUM) as of September 30, 2024, announced today that it will be partnering with Pegasus Partners Ltd, a Mequon, WI-based RIA with over $3 billion in RAUM as of the end of 2023. Founded in 2015, Pegasus specializes in comprehensive wealth management and family office solutions for ultra-high-net-worth families, with a focus on investment management, financial planning, family wealth transfers, and alternative investments." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate

The investment advisory sector has experienced significant growth in recent years. Over the past six years, over 24 million additional individuals have sought the expertise of investment advisors for their asset management needs. This surge in demand has led to a record-breaking number of investment advisors in 2023, accompanied by substantial increases in both sector employment and assets under management, as revealed in a recent industry study. #finance #investment #advisors #banking #assetmgt https://lnkd.in/gAcQNfHC

Curious about the role of private equity in RIA consolidation? Discover the latest trends in this Alternatives Watch article featuring our very own Bomy Hagopian, CFA, who shares key insights into how private equity is reshaping the wealth management landscape. https://lnkd.in/ebtQ9cvR #WealthManagement #RIA #PrivateEquity

What's all the buzz about alternative investments? Frederick Hubler in Forbes #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate