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Retail Investors
Middle-office operating models need to be overhauled to deliver the increasingly frequent valuation reporting that retail investors require, say 73 Strings’ Yann Magnan and EY’s Omar Mahmoud.
Colleen Fay, practice leader at Withum, explores how private wealth and RIAs are reshaping private equity capital growth.
Both the SEC and the Republicans on the Hill argue for retail investor access to private funds, but hopes remain tempered by political and legal realities.
Firms may have to rethink their operating and accounting models if they want to embrace the potential of private wealth.
The firm’s executives said on its Q4 earnings call that it has ‘several initiatives’ for retail and high-net-worth investors in development.