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.
'Bill Dwyer is a terrific senior executive and leader, and I can’t wait to see what he does here,' says another executive.
This idea may result in investors paying higher fees without requisite returns, argues state regulator.
Non-traded real estate investment trusts face a well-documented set of challenges, including sharply rising interest rates and headlines about half-empty office buildings.
Many broker-dealers still have plenty of work to do regarding new product.
Such ETFs could become a small component of target-date funds.
'I worked my whole life trying to save for now, and I can't retire,' says Galia Meiri, one of the advisor's clients.
It used to be elevators were the only things that rose and fell so regularly when it came to buildings. Now it’s the shares of the companies that own them
The run-up in stocks raises the question of whether advisors should start reducing their stakes in those illiquid alternatives that once provided them safe harbor.
The two firms' capabilities aim to provide a differentiated offering.
'We’ve made significant investments the last few years across our franchise to better serve our customers, and help drive growth,' says Wells CFO Mike Santomassimo.
