Wealthmanagement Email Newsletter: How Cliffwater Overcame the Hurdles to RIAs Investing in Private Credit (July 1, 2024)


	JULY 1, 2024

ALTERNATIVE INVESTMENTS


	Q&A: How Cliffwater Overcame the Hurdles to RIAs Investing in Private Credit

Elaine Misonzhnik

The alternative investment manager was among the first to launch an interval fund in 2019, with a focus on private credit.

FULL ARTICLE

ETFS


	ETFs With the Greatest Outflows in the Past Month

Aniket Ullal, CFRA Research

These funds lost the most money over the last 30 days.

FULL ARTICLE

RESOURCE CENTER


	Insights on Providing Holistic Financial Advice in Wealth Management

Sponsored by SS&C Black Diamond Wealth Platform

Hear industry experts discuss why it is important to have the right tech in place for scaling financial planning, insurance, and annuities.

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BUSINESS PLANNING


	An Investment in Women Is an Investment in the Future

Hannah Buschbom and Thomas Goodson

Enacting corporate strategies and initiatives that foster an environment where women professionals can succeed is not complex, but it must be intentional, actionable and measurable.

FULL ARTICLE

ALTERNATIVE INVESTMENTS


	SEC’s Top Cop Concerned About Private Credit Valuations, Opacity

Austin Weinstein

Gurbir Grewal said he sees a range of potential risks in the $1.7 trillion private-lending industry.

FULL ARTICLE

WMIQ RESEARCH REPORT


	Increased M&A Interest Aligns with Steadily Climbing Firm Valuations

In partnership with Cambridge Investment Research

Opportunity awaits as financial advisors navigate and capitalize on stable economic environments.

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How Cliffwater Overcame the Hurdles to RIAs Investing in Private Credit

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