iCapital Agrees to Buy Citi Wealth’s Alternative Investments Feeder Fund Platform

Published on May 13, 2025

In addition, Citi will use iCapital’s platform going forward to manage its alternative investments.

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Edward Jones Advisor Count Rises 4% in First Quarter

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Edward Jones also reported higher client assets quarter-on-quarter as it seeks to broaden its services and improve its home office capabilities for advisors.

Fiduciary & Compensation

May 13, 2025
There is much serious discussion about the “rule of law” today. This discussion is good and should be applied to the affective meaning of fiduciary today. Pressures from the brokerage and insurance industries over the past 20 years have effectively nullified the clear purpose of the IAA and the Supreme Court decision in 1963.