CAIS Launches Alternative Investments Models Marketplace for Advisors Aiming To Scale With Model Portfolios CAIS Models Marketplace enables wealth management firms to host and access multi-asset and ...
New alternative investments model to offer advisors easy access to models that include private credit, private equity and private real estate via funds vetted by the Cetera Investment Management team ...
Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...
Cetera, the nation’s fourth-largest independent broker-dealer by revenue in Financial Advisor’s annual ranking, has introduced the first in a series of alternatives investment model portfolios for its ...
BlackRock has added the iShares Bitcoin Trust (IBIT), the fund issued by the asset manager that holds bitcoin BTC $92,020.12, to one of its model portfolios. These models suggest portfolios and ...
The model portfolio landscape continues to grow at a rapid pace, expanding the opportunity set for advisors and their clients. Since Morningstar launched its model portfolio database in 2019, asset ...
Cetera has introduced a new suite of model portfolios built around alternative investments, a move that underscores the firm’s broader strategy to attract RIAs and advisors serving high-net-worth ...