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Mercer Expands Private Market Access with Launch of Aspen Partners

INVESTMENT STRATEGIES
 
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JUNE 4, 2024

Top Stories

Mercer Expands Private Market Access with Launch of Aspen Partners

David Bodamer

Mercer built the Aspen Partners platform for qualified purchasers in conjunction with Opto Investments.

FULL ARTICLE

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Goldman Sachs Plans to Court RIAs with Alternative Investments, Customization

Elaine Misonzhnik

“We see the broad RIA community as a very attractive client base for Goldman Sachs,” according to President and COO John E. Waldron.

FULL ARTICLE

WealthManagement.com Announces 2024 'Wealthies' Finalists

WealthManagement.com Staff

The tenth annual WealthManagement.com Industry Awards ceremony will be held in New York City on Sept. 5.

FULL ARTICLE

Can a Mutual Fund Solve the Annuity Puzzle?

Larry Swedroe

What if your client’s annuity wasn’t an annuity?

FULL ARTICLE

ETFs

The Most Actively Traded ETFs in the Past Month

Aniket Ullal, CFRA Research

These funds saw the most activity over the past 30 days.

FULL ARTICLE

Fidelity Piles On Pressure in Looming Revenue Plan for ETF Firms

Emily Graffeo and Katie Greifeld

The arrangements being negotiated generally involve Fidelity taking 15% of total fund revenue for listing and maintaining ETFs on its platform.

FULL ARTICLE

BlackRock’s $20B ETF Is Now the World’s Largest Bitcoin Fund

Katie Greifeld and Sidhartha Shukla

The iShares Bitcoin Trust has attracted the greatest inflow since going live, $16.5 billion, while investors have pulled $17.7 billion from the Grayscale fund over the same period.

FULL ARTICLE

Must Reads

12 Investment Must Reads for This Week

WealthManagement.com Staff

Wirehouses advisors are urging defensive equities strategies in the runup to the 2024 election, reports FundFire. Morningstar explored how investors should consider allocating to private equity. These are among the investment must reads we found this week for wealth advisors.

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Alternative Investments

Private Credit, Wall Street’s Hottest Trade, Has an Ugly Moment

Jill R. Shah, Ellen Schneider and Carmen Arroyo

JPMorgan CEO Jamie Dimon recently said he expects problems to emerge in private credit, and warned that “there could be hell to pay.”

RELATED: Private Credit and Mini-Millionaires Don’t Mix

FULL ARTICLE

Apollo Plans to Sell Assets It Originates to Retail Funds, ETFs

Allison McNeely

Apollo’s products for individual investors are distributed through intermediaries such as bank wealth channels and registered investment advisers, and the firm doesn’t expect that to change.

FULL ARTICLE
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