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.
Financial advisors should continue focusing on private markets, AI and personalization, according to the report.
"This is more bad news," says a plaintiff's attorney.
The S&P 500 BDC Total Return Index increased 27.6 percent in 2023, with about half of that return coming from capital appreciation.
Almost half of firms say they already have a policy, and more intend to add one this year.
Houston’s CAZ Investments joins multiple partners in $4.7 billion allocation to market-leading private equity strategy.
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.
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.
'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.
‘When I got here in 2016, I had no idea who the alternative investment sponsors were,’ says Jamie Price of Osaic.
Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.
A KKR survey of CIOs reveals increasing portfolio allocations to private credit, infrastructure, and private equity.
Advisors on the platform now have more options and flexibility to build customized portfolios for clients.
Stronger performance, growing life expectancies, and easing regulatory barriers are among the trends supporting increased adoption of alternatives.
The curious 'halving' event in April is also starting to impact value.
'Mass affluent individual investors historically have not had an easy way to access these types of products and strategies,' senior KKR executive says.
Report reveals inflows that were extremely positive, but still ‘underwhelming’ compared with the Canadian experience.
ETF firms stage an advertising offensive in the race for differentiation
The firm's head of wealth management solutions plans to assess the new funds' first three months of trading before deciding which to make available on its trading platforms.
Alternative investments platform reaffirms support for RIAs as it taps industry veteran.
