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According to Visual Capitalist, the leading private equity firms raised an impressive $2.58 trillion in capital between 2020 and 2024, as detailed in their “Top 50 Private Equity Firms by Capital Raised 2020-2024” graphic. This comprehensive visualization, sourced from Private Equity International, highlights the dominance of U.S.-based firms, which account for the majority of the […]

June 11, 2025 – Asset-based private credit, a form of lending secured by tangible assets like real estate, equipment, or receivables, is gaining traction in 40 Act funds—mutual funds, ETFs, and closed-end funds regulated under the Investment Company Act of 1940. As investors seek higher yields and diversification amid economic uncertainty, this asset class offers […]

According to a recent Wall Street Journal article, a growing number of financial advisers are outsourcing investment decisions, with assets in model portfolios reaching a record $8 trillion in April 2025. This trend reflects a shift among registered investment advisers (RIAs) and wealth managers toward leveraging third-party asset management to focus on client relationships, strategic […]

The S&P 500’s inclusion of Coinbase Global, Inc. (NASDAQ: COIN) as its first cryptocurrency-focused constituent marks a pivotal moment for wealth managers, introducing crypto exposure to client portfolios tracking the benchmark index. Effective today, Coinbase replaces Discover Financial Services (NYSE: DFS), compelling advisors to navigate the opportunities and risks of digital assets within the traditionally […]

Last month, we hosted a phenomenal Investment Strategy Salon Dinner at Ocean Prime in the Denver Tech Center, bringing together some of the sharpest minds in Colorado’s wealth management industry. These events are a favorite among RIAs, offering a unique opportunity to exchange ideas and stay ahead of market shifts over a three-course meal. The […]

By Asset Allocator Journal Staff The Bank of England cut interest rates by a quarter point to 4.25%, citing global trade tensions and slowing economic growth, according to the Financial Times and Business Matters. The decision reflects concerns over tariff uncertainties and weakening UK demand, with inflation pressures easing but risks lingering from geopolitical and […]

Roundup by Asset Allocator Journal Staff A coalition of 20 state attorneys general, led by New York’s Letitia James, has filed a lawsuit against the Trump administration, alleging unconstitutional restructuring of the Department of Health and Human Services (HHS). According to MedTech Dive, the suit claims HHS’s reduction from 28 to 15 agencies and layoffs […]

Roundup by Asset Allocator Journal Staff Today’s wealth management news highlights strategic investments, acquisitions, regulatory scrutiny, and technological advancements shaping the industry, offering wealth managers key insights into market trends and opportunities. According to Pulse2.com, 119th Street Capital, alongside Pelican Capital, made a strategic investment in Maridea Wealth Management, a New York-based independent firm founded […]

Roundup by Asset Allocator Journal Staff Volatility, economic shifts, and strategic planning dominate today’s financial landscape, offering wealth managers critical insights. Here’s a roundup of key stories to guide client strategies. Estate Taxes Targeted with Advanced Planning EP Wealth Advisors outlines trusts, gifting, and life insurance to minimize estate taxes. With federal exemptions potentially shrinking, […]