AltsEdge, a 10-module education initiative designed to help advisers better understand alternative investments, has been launched by the iCapital Foundation and the Chartered Alternative Investment Analyst Association.
The courses provide an overview of the private markets, various strategies and product structures, hedge funds and registered funds, and portfolio construction. They also will provide an opportunity for advisers to earn continuing education credits.
The iCapital Foundation is a nonprofit adviser and investor education organization created by iCapital Network, a financial technology platform for alternative investing. CAIA Association is a credentialing body in the alternatives industry.
Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income planning.
Some investors recently have seen million dollar plus decisions by FINRA arbitration panels involving complex products decisions go their way.
Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous personal expenses, according to police and court records.
Modern Wealth's latest deal for a California-based fee-only RIA marks its fourth acquisition of 2025.
Sen. Warren has warned of private market investment risks due to opacity, illiquidity, and past regulatory issues.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
