Alternatives

Displaying 4394 results
Senator Warren presses Empower for more details on PE in 401(k) plans
RETIREMENT PLANNING JUL 14, 2025
Senator Warren presses Empower for more details on PE in 401(k) plans

The Democrat from Massachusetts is pushing the retirement plan giant to explain how it would protect participants from risks linked to private markets.

By Leo Almazora
New $120K record for Bitcoin as US legislation looms
ALTERNATIVES JUL 14, 2025
New $120K record for Bitcoin as US legislation looms

Investors have been piling money into crypto ETFs.

By Bloomberg
Private credit attracts ultra-rich with $3.1T to deploy
ALTERNATIVES JUL 11, 2025
Private credit attracts ultra-rich with $3.1T to deploy

Slowing distributions in private equity are pushing the stealthily wealthy elite to look deeper into the alternative credit space.

By Bloomberg
Empower defends private market access in 401(k)s in response to Warren scrutiny
RETIREMENT PLANNING JUL 09, 2025
Empower defends private market access in 401(k)s in response to Warren scrutiny

Sen. Warren has warned of private market investment risks due to opacity, illiquidity, and past regulatory issues.

By Leo Almazora
Trump Media deepens crypto push with third ETF filing
ALTERNATIVES JUL 08, 2025
Trump Media deepens crypto push with third ETF filing

The firm's applications to the SEC place it among a crowded field of offerings looking to capitalize on a friendlier environment for digital assets.

By Bloomberg
Fresh off HPS acquisition, BlackRock inks deal for $7.3B ElmTree Funds
ALTERNATIVES JUL 07, 2025
Fresh off HPS acquisition, BlackRock inks deal for $7.3B ElmTree Funds

The St. Louis-based real estate investment firm gives the asset management giant a valuable access point to the roughly $1 trillion net lease market.

By Leo Almazora
Advisors turn to derivative income ETFs as allocations grow across channels
ALTERNATIVES JUL 03, 2025
Advisors turn to derivative income ETFs as allocations grow across channels

Cerulli research reveals adoption among broker-dealers and wirehouses as investors seek inflation-beating returns.

By Leo Almazora
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading
EQUITIES JUL 03, 2025
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading

"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.

By Andrew Cohen
Cetera debuts new alts allocation portfolios for accredited investors
ALTERNATIVES JUL 02, 2025
Cetera debuts new alts allocation portfolios for accredited investors

The giant hybrid RIA is elevating its appeal to advisors with a curated suite of alternative investment models, offering exposure to private equity, private credit, and real estate.

By Leo Almazora
Supreme Court slaps down challenge to IRS summons for Coinbase user data
ALTERNATIVES JUN 30, 2025
Supreme Court slaps down challenge to IRS summons for Coinbase user data

Crypto investor argues the federal agency's probe, upheld by a federal appeals court, would "strip millions of Americans of meaningful privacy protections."

By Bloomberg
Spiffed up BDCs, REITs are pricy, lean on leverage: Morningstar
ALTERNATIVES JUN 25, 2025
Spiffed up BDCs, REITs are pricy, lean on leverage: Morningstar

"Semiliquid funds are making private markets more accessible but are much pricier than public market funds," according to Morningstar.

By Bruce Kelly
AQR makes US mutual fund comeback with new levered trade strategies
ALTERNATIVES JUN 25, 2025
AQR makes US mutual fund comeback with new levered trade strategies

The firm's latest funds revive an active approach that infamously blew up during the 2008 financial crisis.

By Bloomberg
CAIS adds investment models from leading alternative asset managers to its platform
ALTERNATIVES JUN 25, 2025
CAIS adds investment models from leading alternative asset managers to its platform

Meanwhile, MyVest and InvestSuite partner to offer custom model portfolio tools.

By Steve Randall
CAZ Investments founder: SEC accredited investor changes provide 'a freedom that is long overdue'
ALTERNATIVES JUN 24, 2025
CAZ Investments founder: SEC accredited investor changes provide 'a freedom that is long overdue'

Christopher Zook, founder and chief investment officer of CAZ Investments, highlights how the SEC's update will provide opportunities for investors to own some of the most iconic assets in the world.

By Andy Burt
Advisors and managers agree on top three private-market opportunities
ALTERNATIVES JUN 23, 2025
Advisors and managers agree on top three private-market opportunities

Survey reveals the ripest themes in private alternatives, as well as the biggest roadblocks to broader alts adoption.

By Leo Almazora
Alts-loving young investors are rewriting Wall Street's playbook
ALTERNATIVES JUN 23, 2025
Alts-loving young investors are rewriting Wall Street's playbook

Changing appetites and evolving markets create a crossroads for financial veterans after public market investments' long-lived role in driving generational wealth.

By Bloomberg
CoinShares survey finds wealthy investors want credible crypto advice
ALTERNATIVES JUN 23, 2025
CoinShares survey finds wealthy investors want credible crypto advice

Poll reveals four-fifths of high-net-worth and sub-HNW individuals more likely to work with financial advisors offering crypto-related guidance, but some wary of red flags in experience.

By Leo Almazora
NBA sovereign wealth workaround? Abu Dhabi backs record Lakers' buyer
ALTERNATIVES JUN 20, 2025
NBA sovereign wealth workaround? Abu Dhabi backs record Lakers' buyer

TWG Global CEO Mark Walter has agreed to buy the Los Angeles Lakers for $10 billion, just two months after TWG Global entered a multi-billion investment partnership with Abu Dhabi's Mubadala Capital.

By Andrew Cohen
Advisors want simple, flexible alternative investment products, but the market is lagging
ALTERNATIVES JUN 19, 2025
Advisors want simple, flexible alternative investment products, but the market is lagging

Broadridge’s client success expert Tim Kresl says things are evolving amid client demand.

By Steve Randall
Envestnet extends investment offerings with new alts model portfolios
ALTERNATIVES JUN 18, 2025
Envestnet extends investment offerings with new alts model portfolios

The wealth tech giant – in collaboration with Fidelity, BlackRock, State Street, and Franklin Templeton – is offering its advisor and wealth firm users more ways to diversify.

By Leo Almazora