Ryan Hicke discusses access to alternatives and digital transformation.
Media mention
FT Adviser: 'I want to help private markets offer their services to retail clients'
CEO Ryan Hicke discusses the future of wealth management and the opportunity to connect private markets and retail investors. “There is a demand for a modern, end-to-end wealth management experience and a need for a holistic view of data, so it’s critical for firms to align their investment process and have a unified infrastructure in place. There’s going to be significant growth in the investment adviser space—advisers are going to lean more into technology to serve clients and that’s going to grow.”
Important Information
Data as of March 31, 2024.
Investing involves risk including possible loss of principal. Alternative investments are subject to a complete loss of capital and are only appropriate for parties who can bear that risk and the illiquid nature of such investments.