Articles tagged "ALTS"
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iCapital expands New York City office space for fifth time by a whopping 79,000-square-feet in historic tower, after 2024 M&A spree and LPL deal
The alts platform for Schwab, Fidelity, LPL and Envestnet and others commits to 16-year lease, takes office space to 219,000-sq-ft-plus -- and signals long-term confidence.
February 26, 2025 at 4:00 AM
CAIS memo about fee cuts raises hackles by citing other industry players' responsibilities for 'democratization' of alternative investments
Matt Brown, CEO of alts platform, promises to bring feeder-fund access fees down to five basis points in some cases -- but needs broader help.
July 2, 2024 at 11:26 PM
Charles Schwab & Co. makes iCapital its exclusive alts partner as Rick Wurster tells Wall Street that in 2024 his firm will roll out alternative investments to high rollers
The $9T brokerage soft-announced that the long-term project is coming to fruition but RIA clients are excluded, for now
May 29, 2024 at 3:43 AM
Now come the robo-alts firms -- a full flock of 'em as unwavering as the robo-advisors
ALTS, DarcMatter, Crystal Capital Partners, Aequitas Capital, CAIS, iCapital, HedgeCoVest are out to create a market -- not quite as dirt cheaply as classic robo-advisors
