A new analysis from Nariet shows REITs have performed well in high and low interest rate environments. spr.ly/6015Ipsnc

Wealth Management Invest Podcast 🎙️ Ares' Brendan McCurdy discusses how financial advisors navigate the complexities of private equity, private credit, real estate and infrastructure. spr.ly/6013IdeO9

David Canter, the former head of RIAs and family offices at Fidelity Institutional and ephemeral president of Bluespring Wealth Partners, has joined spr.ly/6017ImAnH.

These are among the #investment must reads we found this week for wealth advisors. spr.ly/6012ILUsg

Alternative investment platform CAIS announced a new capability to let advisors integrate and manage alternative investments within third-party turnkey asset management platforms (TAMPs) and managed account platforms. spr.ly/6018I4c2M

The firm is the first asset manager to sign onto the InvestCloud Inc. product that launched in December. spr.ly/6012ICfiY

None of the new funds claim direct PE investments, but rather a rough approximation of them. spr.ly/6016LDN2y

In February, we saw signs of reversal in sentiment around U.S. market outperformance relative to other regions. By Aniket Ullal from CFRA Research spr.ly/6019LOpAN

During his recent US Senate confirmation hearing, Commerce Secretary nominee Howard Lutnick repeatedly emphasized the Trump administration’s view that other nations have not sufficiently “respected” the United States regarding global trade. spr.ly/6017L9vGv

The ADL and JLens will largely use the #ETF as a vehicle to promote Jewish-friendly causes through shareholder advocacy and to counter rising pressure on companies to boycott Israel. Via Bloomberg spr.ly/6019LqcGZ

The Australian-based asset manager has taken steps to integrate its investment products under one banner as it focuses on the U.S. wealth channel. spr.ly/6012LQdx2

These are among the #investment must reads we found this week for wealth advisors. spr.ly/60150Jp29

A report from AdvisorPro found over half of #RIA ETF positions changed in 2024, indicating tactical reallocations while adapting to market conditions. spr.ly/60180dvMn

The fallout from President Donald J. Trump's #tariffs continues to dominate headlines and reverberate across investment markets. More players eye private market opportunities for mass affluent investors. spr.ly/6019Fsg3c

These are among the investment must reads we found this week for financial advisors. spr.ly/60122sVS4

Educating clients on the cost, liquidity and tax efficiency of ETF share classes may be crucial. spr.ly/60132xTN5

Global investment diversification is one solution. spr.ly/60164BtHA

Congress seems set to open the private markets to retail investors next year, reports Barron’s. Assets held in crypto funds reached a record high last month as investors hedged against volatility, according to Reuters. spr.ly/60154y8Kl

These are among the investment must-reads we found this week for financial advisors. spr.ly/60154RW03

More than a dozen asset managers have updated regulatory filings to drop accredited investor restrictions in the wake of a recent SEC decision, reports FundFire. Despite the recent rush to private markets, venture capital has struggled... spr.ly/60154YuL1