MMI: Asset Managers Lag Meeting Wealth Managers’ Needs for Non-Traditional Products

Published on October 16, 2024

Many asset managers are still not offering direct indexing options or liquid funds for alternatives, according to new industry survey.

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Beyond the Forgivable Loan: The Evolution of Transition Deal Structures

October 16, 2024
There are additional deal structures beyond the traditional note, but the ramifications vary considerably from one approach to the other.

Citadel Securities to Pay $1M Over CAT Reporting Failures

October 16, 2024
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