#Alt Investments
11 items tagged alt-investments — posts and signals combined.
Posts
The Valuation Trap: How Real-Time Valuations May Be Fueling Advisor Churn
The rise of real time RIA valuations, intended to empower firm owners with a live KPI, may be creating a free agency market for top advisors by making it…
The 'Smart API' Emerges: Why Modern APIs Are an Ecosystem, Not Just Glue
The long predicted death of the best of breed API has been greatly exaggerated; it was merely evolving. While integrated platforms amass data, a new ecosystem…
Google Ventures + Nebex → Building financial rails for the space economy
What actually happened Google Ventures (GV) has led a $30 million seed investment into London based Nebex , an emerging market infrastructure provider for the…
Is Altruist's Real Target Schwab's Margin, Not Its AUM?
While the custody business itself remains sticky, Altruist's strategy of providing seamless, low cost access to high demand products like private equity…
AI Invents New Services—And New Headaches—For RIAs
While proponents celebrate AI's power to 'invent' new advisory services, the real story is the creation of unexamined operational risks and a talent crisis…
Beyond the Hype: The Unseen Risks of Advisor AI
Advisors are told that AI will automate high value tasks. But beyond the advertised efficiency gains lies a new, more complex landscape of second order risks.…
AI Models Your Life Events and Vets Your Next Acquisition
From Static Plans to Live Life Event Simulation. Comprehensive financial plans are becoming interactive sandboxes. eMoney Advisor 's new simulation engine,…
AI's New Playbook: De-Risking Alts and Decoding Medicare
AI as the Diligence Layer for Alternative Investments. While early generation tools automated the subscription process, AI now addresses the much more complex…
Your RIA’s Valuation Is Now a Live Metric (or you should demand it)
AI in wealth management is moving from back‑office automation to generating high‑value, strategic outputs. New tools: The Proposal Becomes an AI Crafted…
Signals
New entrant detected: Nebex
Google Ventures has led a $30 million seed round for Nebex, a market infrastructure platform for the "global space economy".
San Mateo Midstream acquires Cardinal Midstream — integration roles expected
Based in Dallas, Cardinal is a midstream energy company that acquires, develops, and operates infrastructure for the oil and gas sector. The post San Mateo Midstream to acquire EnCap-backed Cardinal Midstream for $752m appeared first on PE