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Investment giants Wellington Management and Vanguard are partnering with alternatives asset manager Blackstone to develop “simplified multi-asset investment solutions that seamlessly integrate public and private markets as well as active and index strategies,” according to a joint press release . Through this collaboration, the firms seek to address what they characterize as “one of the most important long-term challenges facing investors and the asset and wealth management i

In 2026, the United States will hit a demographic milestone that’s been decades in the making: more people will turn 65 next year than in...

Larry Fink, as Chairman of BlackRock, published his annual letter to shareholders containing some of his thoughts on the future. As...

FNZ has announced that they have raised an additional $500 million from existing investors. The proceeds will be used to "support long-term sustainable growth," which sounds pretty snazzy even if a bit light on detail. As a reminder, the big investors are Motive Partners and CPP Partners, having lead their $1.4 billion round in 2022. Tamasek and Caisse de dépôt are also in there, but there were no details as to participation rates or which investors participated. There are q

smallcase, a direct-to-consumer WealthTech firm providing thematic pre-packaged portfolios to the retail investor in India, today announced a $50mm Series D funding round lead by elev8 Venture Partners, a new investor, with participation from State Street Global Advisors and Faering Capital. This is the latest in a series of fairly sizeable WealthTech funding rounds from India and shows the strength of WealthTech in that geography. The direct-to-consumer strength in the India

Robinhood continues its march upmarket with launch of robo advice and private banking(ish) services Robinhood continues to execute on its strategy to move upmarket, increase average balances, and service the growing complexity in their clients' financial lives. This is reflective of two strong themes we are seeing in the market: (1) Self-Directed Trading as Lead Gen and (2) Family Office as-a-Service. For more information on these and the other themes we are tracking, please

Introduction   Alternative investments have rapidly gained traction among individuals, financial institutions, and wealth managers. In...

Expands their high net worth services down to accounts with just $10mm Edward Jones announced that they are launching Edward Jones Generations™, a High-Net-Worth platform bringing Family Office-like services to clients with a minimum account size of only $10mm. This is one of the latest, and perhaps most excellent, examples of the Family Office as-a-Service Theme (see WealthTech Strategy Themes for the Rest of the Decade ) . It is about using the power of technology to scale

Here is a link to some of the more interesting themes we see unfolding over the next 5+ years. For reference, they are: Family Office...

Corporate Venture Capital (CVC) is becoming a critical growth driver for early-stage companies. According to Pitchbook in a recent...