Axio Financial News Today

PATRIZIAs Impact Investment Strategy marks the start of a strong partnership to offer the private wealth sector access to value-adding real estate and infrastructure funds. ... | March 28, 2023

/PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL) today announced an expansion of its private wealth distribution channel in partnership with...

iCapital and UnicornSP bring a diversified menu of private market and hedge funds from iCapital's flagship platform to wealth managers and their clients in the region Unicorn Strategic Partners

Grove Point Financial LLC, a boutique independent broker-dealer and registered investment adviser (RIA) platform in Rockville, announced the appointment of Denise McGee as senior vice president of Advisor Solutions. Leveraging 26 years of experience, McGee will dedicate much of her time to increasing the adoption of Grove Point Financial’s technology, advisory and brokerage platforms, and ...

TCW Group and iCapital announced a partnership in which TCW will use iCapital’s platform to allow TCW's clients to access its alts offerings.

Morningstar and Luma Financial Technologies are partnering to provide structured notes data and analytics.

Alternative investment provider iCapital increased assets on the platform to $104 billion last year and landed significant new funding.

Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.