Finance News

Opto Investments Introduces Custom Funds Capabilities

RIAs using the platform will be able to create white-label fund strategies including on private credit, equity, real estate, venture capital and infrastructure investments for high-net-worth and ultra-high-net-worth clients.

logo.png  By NB  Sep 10, 2023

13 Must Reads for Real Estate Investors (Sept. 8, 2023)

WeWork’s stated plan to renegotiate its leases with landlords may run into issues, reports CoStar. Bisnow looked at how extreme heat is creating delays with construction. These are among the must reads from around the real estate investment world to end t

logo.png  By NB  Sep 9, 2023

WealthStack Roundup: FP Alpha Releases P&C Snapshot, Which Summarizes Client Insurance Coverage

Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client.

logo.png  By NB  Sep 9, 2023

WealthManagement.com Recognizes Top Companies, Execs at 2023 Industry Awards

The ninth-annual event featured 91 awards presented to 80 companies and individuals from a pool of 253 finalists.

logo.png  By NB  Sep 9, 2023