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Latest News

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M and A - January 25, 2021

iCapital Buys Investment Education, Compliance Platform

The AI Insight platform offers advisors investment research, training, qualification, and compliance support for a range of alternative investments, including private capital, hedge funds, nontraded REITs and BD...

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New Products - January 25, 2021

Salvino Wealth Management Creates RIA

The group building the RIA is a three-generation family operation. Performance wealth, as the new group is named, has offices in Illinois, Florida and California. ...

Comment and Analysis

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Strategy - January 20, 2021

BOOK REVIEW: Free Lunch Thinking By Tom Bergin

A new book by a UK journalist challenges a number of economic ideas that he says have damaged living standards, fostered inequality and other problems. It describes the world that the wealth industry inhabits, a...

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Investment Strategies - January 8, 2021

The Venture Capital Promise Of Health, Wellness Sectors

This news service talks to a US venture capital firm that operates in health-related sectors, stretching from foods, personal care and beauty. It is an example of the kind of sectoral approaches that drive sourc...

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WM Market Reports - December 23, 2020

Can SPACs Work In The RIA Market?

The number of special purpose acquisition companies entering the market has risen by more than four times this year. These entities provide buyers with a low-cost entry into the vehicle and the stakes become a l...