Financial advisors' clients are turning to business development companies for better yields.
There’s no correlation between pension plans’ use of private equity and their performance, Morningstar finds.
Christopher Zook, founder of CAZ Investments, has created a global network of investors that enables access to private market opportunities, including professional sports teams.
Use of alternative investments skyrocketed when stocks and bonds tanked in 2022, but advisors are still standing behind those positions as stocks rally.
As investors pull money out of real estate investment trusts, asset managers are rolling out new products to get in front of financial advisors.
The collaboration will allow the firm to offer more alternative invesstments to clients.
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.
