Morningstar Wealth partners with Apollo, Franklin Templeton and J.P. Morgan Asset Management to give advisors a multi-manager private markets solution.
The alternative investment industry is primed to expand into 401(k)s, a multi-trillion dollar market they have been shut out of.
Investors in the first quarter of the year pulled $1.8 billion from the 10 largest direct lending funds,
Wellness and aging-in-place drive luxury demand, while starter home crisis spreads across US cities.
Foreclosure starts climb 13% year over year as mortgage costs squeeze homeowners.
More awareness of risk is translating into smaller intended allocations, with millennials leading the retreat.
Liquidity risk overtakes access as the top concern for E&Fs as private markets dominate portfolios.
Structural forces make US dependency almost impossible to escape, whatever governments decide.
Dynasty advisors gain access to white-label fund solutions and relationship pricing as two firms cement long-term build-out.
Cross-border deals draw growing interest as executives seek growth beyond domestic headwinds.
Mercer analysis of 150 transactions finds pricing discipline holds as continuation vehicles go mainstream.
Borrowers increasingly tap home equity while purchase lending and mortgage demand remain muted.
“BCRED is a huge fund, so thousands of people must have been trying to sell their shares,” said one industry executive.
Advisor demand for structured products and private markets puts pressure on independent platforms to deliver institutional-grade solutions.
Bain midyear report finds 33,000 unsold portfolio companies stuck in limbo as AI rout, credit stress, and Iran conflict stall dealmaking.
Paper increases mask a production collapse as Gulf exports remain blocked by the US-Iran war.
Demand for digital assets from retail investors and their advisors is likely to keep increasing.
New data from Zillow and ATTOM points to mounting headwinds for buyers and sellers alike as spring momentum fades.
“It's probably a $500 bet, so it's not like I've made a massive bet on the game, but I probably check it as much as I do my portfolio,” Robinhood user Ryan Frankel said at TradePMR's Synergy conference for financial advisors in Washington D.C.
Delaware-domiciled fund may face liquidity cap, highlighting a need for clients to be certain of potential restrictions when investing in private markets funds.
