CAIS: Education still top concern for RIAs

The retail potential for alternatives has grown in recent years with the proliferation of online platforms such as CAIS, which recently found that 84% of financial advisors are recommending alternatives to clients who meet accredited investor requirements. The survey was ...

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Mammoth rewrites the VC rules for the RIA market

Tommy Martin, the CEO of Mammoth VC, is a registered investment advisor, and he noticed something interesting about his high-net-worth clients: they were often active in angel funding and friends-and-family rounds, the riskiest sectors of the venture market. Other advisors ...

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KKR, iCapital create RIA subsidiary

Private equity giant KKR and $70 billion alternative investment platform iCapital are launching iCapital RF Advisor, a registered investment adviser (RIA) and new subsidiary of iCapital. Additionally, KKR acquired less than 25% of iCapital RF Adviser concurrent with iCapital RF ...

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