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Explore our Investment Research, Education, and Practice Management

Discover thought-provoking articles, informative guides, and engaging videos that delve into the latest trends, best practices, and educational materials. Whether you’re a seasoned professional or just starting out, our resources are designed to empower you with the information you need to succeed.

Practice Management

The Next Phase of Alternatives Growth

The 2026 Global Advisor Survey found that advisor demand, client interest, and alternatives exposure continue to grow. As growth accelerates and client needs become more sophisticated, advisors are increasingly focused on implementation, technology, visibility, and scale.

What Makes a Good Manager? Start With a Plan.

Live from iCapital Connect 2026, Rob Ebling discusses how his firm approaches investing through a planning-first lens and highlighting how iCapital provides access, research, and tools to help advisors evaluate and select managers
July 10, 2026

What’s Driving Better Advisor Decisions Today?

Live from iCapital Connect 2026, Larry Wilson discusses how Arrow Investment Group works with iCapital to deliver structured products, analytics, and tools designed to support advisor decision-making.
July 9, 2026

Why Liquidity Is Reshaping Asset Allocation

Live from iCapital Connect 2026, Lauren Ferry from Lord Abbett discusses how liquidity and evolving asset allocation decisions—especially around private credit—are top of mind, as advisors work to align the right investment vehicles with client needs.
July 2, 2026