Alternatives

Displaying 3882 results
REIT sales tank, BDCs roll at start of 2024: Report
INVESTING ALTERNATIVES FEB 26, 2024
REIT sales tank, BDCs roll at start of 2024: Report

Financial advisors' clients are turning to business development companies for better yields.

The case for PE in 401(k)s isn’t clear at all, new research finds
INVESTING RETIREMENT PLANNING FEB 26, 2024
The case for PE in 401(k)s isn’t clear at all, new research finds

There’s no correlation between pension plans’ use of private equity and their performance, Morningstar finds.

Expanding an advisor’s playbook
INVESTING ALTERNATIVES FEB 26, 2024
Expanding an advisor’s playbook

Christopher Zook, founder of CAZ Investments, has created a global network of investors that enables access to private market opportunities, including professional sports teams.

Advisors reassess their alt stakes after loading up
INVESTING ALTERNATIVES FEB 26, 2024
Advisors reassess their alt stakes after loading up

Use of alternative investments skyrocketed when stocks and bonds tanked in 2022, but advisors are still standing behind those positions as stocks rally.

Alt managers priming the retail sales pump for 2024
INVESTING ALTERNATIVES FEB 26, 2024
Alt managers priming the retail sales pump for 2024

As investors pull money out of real estate investment trusts, asset managers are rolling out new products to get in front of financial advisors.

Chicago RIA unveils partnership with iCapital
INVESTING ALTERNATIVES FEB 24, 2024
Chicago RIA unveils partnership with iCapital

The collaboration will allow the firm to offer more alternative invesstments to clients.

Carson Group green-lights just 4 bitcoin ETFs
INVESTING RIAS FEB 23, 2024
Carson Group green-lights just 4 bitcoin ETFs

The RIA prioritized 'significant asset growth' and trading volume in selecting two of the ETFs, while the other two are among the least expensive offerings, executive says.

EY report highlights key wealth management trends
INVESTING ALTERNATIVES FEB 22, 2024
EY report highlights key wealth management trends

Financial advisors should continue focusing on private markets, AI and personalization, according to the report.

Former Triad broker's medical company loses Florida real estate judgment
INVESTING ALTERNATIVES FEB 21, 2024
Former Triad broker's medical company loses Florida real estate judgment

"This is more bad news," says a plaintiff's attorney.

Should advisors bet on another big year for BDCs?
INVESTING ALTERNATIVES FEB 21, 2024
Should advisors bet on another big year for BDCs?

The S&P 500 BDC Total Return Index increased 27.6 percent in 2023, with about half of that return coming from capital appreciation.

Most financial services firms preempting crypto regulations with employee policies
INVESTING ALTERNATIVES FEB 21, 2024
Most financial services firms preempting crypto regulations with employee policies

Almost half of firms say they already have a policy, and more intend to add one this year.

Texas-based family office commits $1B to fund investing in asset managers
INVESTING ALTERNATIVES FEB 20, 2024
Texas-based family office commits $1B to fund investing in asset managers

Houston’s CAZ Investments joins multiple partners in $4.7 billion allocation to market-leading private equity strategy.

Retail investors cautiously getting back into crypto
INVESTING ALTERNATIVES FEB 19, 2024
Retail investors cautiously getting back into crypto

But web searches for the word 'bitcoin' have fallen back to bear-market levels, after spiking in the first half of January as bitcoin ETFs debuted.

FusionIQ partnership broadens regulated crypto access for advisors
INVESTING ALTERNATIVES FEB 16, 2024
FusionIQ partnership broadens regulated crypto access for advisors

The collaboration with Anchorage Digital, home to the only federally regulated digital asset bank, will give advisors a single platform offering digital assets along with traditional investments.

Ex-Osaic veteran advisor barred by Finra
INVESTING ALTERNATIVES FEB 15, 2024
Ex-Osaic veteran advisor barred by Finra

'A lawyer may tell an advisor like this, there's no upside in responding to Finra, just leave the industry,' says a senior brokerage executive.

Alt managers’ push to advisors hits resistance at some B-Ds
INVESTING ALTERNATIVES FEB 14, 2024
Alt managers’ push to advisors hits resistance at some B-Ds

‘When I got here in 2016, I had no idea who the alternative investment sponsors were,’ says Jamie Price of Osaic.

iCapital expand advisors’ access to alternatives platform
INVESTING ALTERNATIVES FEB 14, 2024
iCapital expand advisors’ access to alternatives platform

Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.

Alts winning out as family offices evolve their strategies
INVESTING ALTERNATIVES FEB 13, 2024
Alts winning out as family offices evolve their strategies

A KKR survey of CIOs reveals increasing portfolio allocations to private credit, infrastructure, and private equity.

Morningstar Wealth strengthens its SMA shelf
INVESTING ALTERNATIVES FEB 13, 2024
Morningstar Wealth strengthens its SMA shelf

Advisors on the platform now have more options and flexibility to build customized portfolios for clients.

The case for ‘retailization’ of alts is getting stronger: BNY Mellon
INVESTING ALTERNATIVES FEB 12, 2024
The case for ‘retailization’ of alts is getting stronger: BNY Mellon

Stronger performance, growing life expectancies, and easing regulatory barriers are among the trends supporting increased adoption of alternatives.