Practice Management Archives

Subscribe to iCapital Market Pulse Subscribe to
Beyond 60/40 Request a Demo

Practice Management

The Case of the Missing $18 Billion

September 9, 2024

Practice Management

Beyond Equity and Bonds: Why Alts Should Be a Key Part of the Mix

September 9, 2024

Practice Management Beyond 60/40 Video: Episode 22

June 20, 2024

Practice Management Beyond 60/40 Video: Episode 21

June 5, 2024

Practice Management Beyond 60/40 Video: Episode 20

May 22, 2024

Practice Management Beyond 60/40 Video: Episode 19

May 8, 2024

Practice Management Beyond 60/40 Video: Episode 18

April 24, 2024

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience. See our Cookie Policy Here.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
__cfruid	session	Cloudflare sets this cookie to identify trusted web traffic.
__hssrc	session	This cookie is set by Hubspot whenever it changes the session cookie. The __hssrc cookie set to 1 indicates that the user has restarted the browser, and if the cookie does not exist, it is assumed to be a new session.
_cfuvid	session	This cookie is set by HubSpot’s CDN provider, Cloudflare because of their rate limiting policies. It expires at the end of the session.
_GRECAPTCHA	5 months 27 days	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
ASP.NET_SessionId	session	Issued by Microsoft's ASP.NET Application, this cookie stores session data during a user's website visit.
cookielawinfo-checkbox-analytics	1 year	Set by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Analytics" category .
cookielawinfo-checkbox-functional	1 year	The cookie is set by the GDPR Cookie Consent plugin to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	1 year	Set by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Necessary" category .
cookielawinfo-checkbox-performance	1 year	Set by the GDPR Cookie Consent plugin, this cookie is used to store the user consent for cookies in the category "Performance".
CookieLawInfoConsent	1 year	CookieYes sets this cookie to record the default button state of the corresponding category and the status of CCPA. It works only in coordination with the primary cookie.
rc::a	never	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
rc::b	session	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
rc::c	session	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
rc::f	never	This cookie is set by the Google recaptcha service to identify bots to protect the website against malicious spam attacks.
viewed_cookie_policy	1 year	The cookie is set by the GDPR Cookie Consent plugin to store whether or not the user has consented to the use of cookies. It does not store any personal data.

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Cookie	Duration	Description
__hstc	5 months 27 days	This is the main cookie set by Hubspot, for tracking visitors. It contains the domain, initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session).
_ga	2 years	The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors.
_ga_*	1 year 1 month 4 days	Google Analytics sets this cookie to store and count page views.
_ga_FYHL2MPPTT	2 years	This cookie is installed by Google Analytics.
_gat_UA-*	1 minute	Google Analytics sets this cookie for user behaviour tracking.
_gcl_au	3 months	Provided by Google Tag Manager to experiment advertisement efficiency of websites using their services.
_gid	1 day	Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously.
_hjSession_*	1 hour	Hotjar sets this cookie to ensure data from subsequent visits to the same site is attributed to the same user ID, which persists in the Hotjar User ID, which is unique to that site.
_hjSessionUser_*	1 year	Hotjar sets this cookie to ensure data from subsequent visits to the same site is attributed to the same user ID, which persists in the Hotjar User ID, which is unique to that site.
_hjTLDTest	session	To determine the most generic cookie path that has to be used instead of the page hostname, Hotjar sets the _hjTLDTest cookie to store different URL substring alternatives until it fails.
hubspotutk	5 months 27 days	HubSpot sets this cookie to keep track of the visitors to the website. This cookie is passed to HubSpot on form submission and used when deduplicating contacts.
LiveBall	1 year	This cookie is created on pages that contain a custom ION component, which embeds interactive content on the site. It stores user ID and respondent ID values for each unique visitor. The cookie does not store any Personal Data. This persistent cookie expires after one year.

Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

Cookie	Duration	Description
__cf_bm	30 minutes	This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
__hssc	30 minutes	HubSpot sets this cookie to keep track of sessions and to determine if HubSpot should increment the session number and timestamps in the __hstc cookie.
AnalyticsSyncHistory	1 month	Used to store information about the time a sync took place with the LinkedIn lms_analytics cookie.
bcookie	2 years	LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser ID.
bscookie	2 years	LinkedIn sets this cookie to store performed actions on the website.
lang	session	LinkedIn sets this cookie to remember a user's language setting.
li_gc	2 years	Used to store consent of guests regarding the use of cookies for LinkedIn non-essential purposes.
lidc	1 day	LinkedIn sets the lidc cookie to facilitate data center selection.
UserMatchHistory	1 month	LinkedIn sets this cookie for LinkedIn Ads ID syncing.

Performance

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

Cookie	Duration	Description
_gat	1 minute	This cookie is installed by Google Universal Analytics to restrain request rate and thus limit the collection of data on high traffic sites.

Others

Practice Management

The Case of the Missing $18 Billion

Beyond Equity and Bonds: Why Alts Should Be a Key Part of the Mix

Practice Management Beyond 60/40 Video: Episode 22

Practice Management Beyond 60/40 Video: Episode 21

Practice Management Beyond 60/40 Video: Episode 20

Practice Management Beyond 60/40 Video: Episode 19

Practice Management Beyond 60/40 Video: Episode 18

JOIN THE iCAPITAL TEAM!

JOIN THE iCAPITAL TEAM!