IBD Deisenroth Engineering

Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel

Retrieved on: 
Wednesday, January 18, 2023
Technology, Finance, Fintech, Consulting, Professional Services, Software, Digital Cash Management, Digital Assets, Data Analytics, Data Management, Asset Management, RIAS, The Beverly Hilton, Education, Apollo, IBD Deisenroth Engineering, XMS Capital Partners, Mercer, Financial adviser, Reverence

The addition of Reverence’s products aligns with CAIS’ commitment to make alternative investment opportunities available to the independent wealth channel to ensure these financial advisors have the same access as large institutional counterparts.

Key Points: 
  • The addition of Reverence’s products aligns with CAIS’ commitment to make alternative investment opportunities available to the independent wealth channel to ensure these financial advisors have the same access as large institutional counterparts.
  • The onboarded Reverence funds will be made available to the thousands of RIAs and IBDs that utilize the CAIS platform for access to alternative investment funds.
  • “Reverence Capital Partners understands the unique needs of the independent financial advisor community and we are thrilled to partner with the Reverence team to help expand access to their strategies through our platform,” said Matt Brown, Founder and CEO of CAIS.
  • Reverence participated in CAIS' $340 million equity raise in 2022, alongside Apollo, Motive Partners, Franklin Templeton, Hamilton Lane, and Stone Point Ventures.

Nearly 9 in 10 Financial Advisors Plan to Increase Alternatives Allocations Over Next Two Years, CAIS and Mercer Survey Finds

Retrieved on: 
Tuesday, November 15, 2022
Finance, Banking, Professional Services, Fintech, Human Resources, Investment, FINRA, Environment, Fidelity, US, NYSE, Research, Retirement, Marsh McLennan, MMC, Marsh, Education, SIPC, Pershing, IBD Deisenroth Engineering, Risk, Summit, RIAS, Financial adviser, Cryptocurrency, Financial services, Mercer

Only 8% of respondents do not plan to increase their alternative asset allocations within the same timeframe.

Key Points: 
  • Only 8% of respondents do not plan to increase their alternative asset allocations within the same timeframe.
  • Financial advisors have historically under-allocated to alternatives compared to institutional investors, which often allocate between 30% and 50% .
  • The CAIS Alternative Investment Summit is an annual three-day thought leadership event in Beverly Hills, California which is tailored to independent financial advisors.
  • CAIS also provides an industry-leading learning system, CAIS IQ, to help advisors learn faster, remember longer, and improve client outcomes.

FlexShares Survey Finds Financial Advisors Highly Satisfied with External Investment Solutions

Retrieved on: 
Wednesday, September 21, 2022
Banking, Professional Services, Finance, Adoption, Traction, Time, Practice management software, LLC, Exchange-traded fund, COVID-19, Research, Head Office, LinkedIn, RIAS, Industry, ETF, Risk management, Goal, RIA, Solution, Nasdaq, AUM, IBD Deisenroth Engineering, Prospectus, Pharmaceutical industry, Sales, Financial adviser, Pension fund, Northern Trust

Northern Trust Asset Managements FlexShares Exchange Traded Funds announced today findings from its latest biennial study on financial advisors adoption of external investment management services.

Key Points: 
  • Northern Trust Asset Managements FlexShares Exchange Traded Funds announced today findings from its latest biennial study on financial advisors adoption of external investment management services.
  • The survey of over 500 advisors found that firms using external managers have been highly satisfied with their experience, often choosing to increase their level of outsourcing over time.
  • In this years survey, about one-third (34%) of advisors said their firm outsourced investment management for the first time during the pandemic.
  • To conduct this years survey, the seventh in a series examining advisor views on external investment management, FlexShares worked with Informa Engage, which fielded the survey to advisors and closely related professionals between January 10 and February 1, 2022.

Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds New Nasdaq Survey

Retrieved on: 
Monday, April 11, 2022
Bitcoin, Adoption, LinkedIn, NDAQ, RIAS, ESG, Research, ETF, Learning, Software, Industry, Curriculum, GLOBE, IBD Deisenroth Engineering, Asset, Financial adviser, Cryptocurrency, Nasdaq

NEW YORK, April 11, 2022 (GLOBE NEWSWIRE) -- According to a new Nasdaq survey of 500 financial advisors who are currently or considering allocating to crypto, 72% of advisors would be more likely to invest client assets in crypto if a spot ETF product were offered in the United States.

Key Points: 
  • On average, advisors currently or considering investing in crypto state that their ideal crypto allocation is 6% of a clients total portfolio.
  • Despite strong interest in a passive approach to crypto and a spot crypto ETF, the surveyed advisors are not confident that such a product will be approved in 2022.
  • The vast majority of advisors we surveyed either plan to begin allocating to crypto or increase their existing allocation to crypto.
  • The survey finds that crypto adoption is highest among registered investment advisors (RIAs), with 34% of RIAs using crypto compared to 19% of independent broker-dealers (IBDs) and 17% of wirehouse advisors.