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Latest Stories From

A Creative Approach to Actively Managed PE ETFs: Q&A with PEO Partners’ Randolph Cohen 

Financial Advisory | February 25, 2025

Actively managed private equity exchange traded funds (ETFs) are a bit of a niche within the broader ETF universe, blending the hands-on approach of active management with an attempt to capture the essence of private equity strategies in a publicly traded format. These funds aim to give investors exposure to private equity-like returns—think leveraged buyouts, ...

New Credit Shop Reckoner Launches with RedBird Backing 

Alternative Assets | February 25, 2025

Reckoner Capital Management has announced its launch as a global alternative credit asset manager backed by private investment firm RedBird Capital Partners  Based in New York City and led by co-founder and CEO John Kim, Reckoner aims to offer customized credit investment solutions across both liquid and illiquid investment-grade fixed income and structured products. The firm ...

Former Edelman Executive Goes Independent with RFG Advisory 

Financial Advisory | February 25, 2025

RFG Advisory (RFG), a hybrid registered investment advisor platform, has launched Strodtman Wealth Management (SWM). Founded by Patrick Strodtman, SWM expands RFG’s presence in the Dallas-Fort Worth area and becomes the fifth Texas-based advisory team to join the firm.  SWM offers financial planning, investment management, retirement planning, tax strategy and estate planning. Strodtman partnered with RFG to ...

InvestCloud Announces Apollo as Founding Partner in Private Markets Account Network 

Alternative Assets | February 25, 2025

InvestCloud announced Apollo Global Management as a founding partner in the company’s Private Markets Account Network (PMA Network), a new offering the firm launched in December that combines public and private assets on one platform.  This deal allows InvestCloud’s wealth management clients to access Apollo’s private market model portfolios, including fixed income, equity, and real ...