Distribution

3 stories this week 26 in all, from the Interval Funds desk.

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Latest from Distribution

LaSalle names PineBridge's Michael Raso global private wealth head

Raso joined Oct. 26 and takes over the Private Wealth Group, which runs JLL Income Property Trust and JLL Exchange, on Jan. 1, 2027.

By the Interval Funds deskOct 26, 10:03 p.m. ET

DTCC takes an undisclosed stake in iCapital and plans AIP integration

The firms will connect transaction processing, data exchange, access, administration and reporting for private-market products sold through the wealth channel; no dollar figure or valuation was disclosed.

Oct 2

SEC proposes 20% performance-based fee for advisers and looser interval fund redemptions

A companion proposal would let CPAs and chartered financial analysts qualify as accredited investors.

Sep 30

DTCC invests in iCapital and announces alternatives-processing collaboration

The collaboration covers transaction processing, data exchange, administration and reporting; the account discloses no dollar figure or timetable.

Sep 29

CAIS puts seven shelf gatekeepers on its roadmap

The platform's 55% asset growth is a company-reported figure; the integration work in the hands of its new council members is where the next increment gets decided.

Sep 23

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Distribution

Latest from Distribution

LaSalle names PineBridge's Michael Raso global private wealth head

DTCC takes an undisclosed stake in iCapital and plans AIP integration

SEC proposes 20% performance-based fee for advisers and looser interval fund redemptions

DTCC invests in iCapital and announces alternatives-processing collaboration

CAIS puts seven shelf gatekeepers on its roadmap

More from Distribution

SmartStop books shelf space for a one-property REIT

Adviser, not REIT, pays for Invesco's 5% share bonus

The retail private-market push is a fee question for interval funds

Invesco's 12.5% income bump is yield maintenance, not a bounty

Private placements carry the $104 billion hard-asset rotation

FINRA eases a back-office rail for private fund distribution

Barings installs DWS distributor atop U.S. wealth push

Wealth managers shift to REITs as BDC redemptions bite

CAIS adds nearly 40 managers to its alternative shelf

Kelly Park's PRISM 2.0 cuts private-fund paperwork to 250 pages from 1,000

Bluerock adds three distribution veterans to advisor coverage