The new tech platform sets aside the typical financial auction process for matchmaking in favor of an AI algorithm that narrows the pool by measuring the compatibility between buyers and sellers.
Houston-based Americana, a Dynasty firm fresh off a capital infusion from Lovell Minnick, adds its first team outside of Texas with a Los Angeles-area firm focused on the UHNW market.
President Trump’s whipsaw moves on tariffs have disrupted markets and rattled investors. Envestnet is aiming to have the capability to support semi-liquid funds by 2026. These are among the investment must reads we found this week for wealth advisors.
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