Morning Memo
 
Wealth Management Morning Memo

JANUARY 24, 2024

ALTERNATIVE INVESTMENTS

A Rough Climate for Private Equity Exits Leads to a Spike in Continuation Funds

Some private equity investment managers are choosing to roll over select assets into new funds, giving LPs the option to renew as well.

FULL ARTICLE

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TECHNOLOGY

Apex Launches New User Interface For Advisors at T3

Apex, long known as a master of API integrations, has built a fast, modern user interface for advisors called Astra.

FULL ARTICLE

2024 MARKET OUTLOOK

Whose Credit Line is it Anyway?

As the FDIC proposes new capital reserve requirements, a $100 billion landscape of private lenders' committed warehouse financing faces potential constraints, questioning the control of credit lines in the commercial real estate market.

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INDUSTRY

Morningstar: Emotions are Stickier Than Returns

Morningstar research finds trust, communication and behavioral guidance may be more important to client retention than returns on investment.

FULL ARTICLE

ETFS

Global X Closures Show the Flipside of the ETF Boom

The New York-based ETF provider is liquidating 19 niche funds, part of a broader trend of increasing closures alongside record numbers of new launches.

FULL ARTICLE

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