Alternatives

Displaying 3993 results
Alternative assets to gain share in client portfolios, say advisors
INVESTING ALTERNATIVES JAN 30, 2025
Alternative assets to gain share in client portfolios, say advisors

A sizeable chunk of advisors in two polls show how digital assets and private market investments exposure could grow in the near term.

By Leo Almazora
Bitcoin jumps further following Fed decision, Powell comments
INVESTING ALTERNATIVES JAN 30, 2025
Bitcoin jumps further following Fed decision, Powell comments

The world's largest digital asset pushed higher after the Federal Reserve chair signaled a prudently supportive stance for banks' crypto adoption.

By Bloomberg
$55B alternatives firm New Mountain launches RIA support platform
INVESTING RIAS JAN 30, 2025
$55B alternatives firm New Mountain launches RIA support platform

The New York-based firm's new unit will be headed by a seasoned Blackstone veteran, with a team of alums from Carlyle, Nuveen, BlackRock and CAIS.

By Leo Almazora
What are the key trends that JPMorgan sees for alternatives in 2025?
INVESTING ALTERNATIVES JAN 29, 2025
What are the key trends that JPMorgan sees for alternatives in 2025?

Report highlights opportunities for alts investors across asset classes.

By Steve Randall
KKR hires exec to focus on 401(k) market
INVESTING RETIREMENT PLANNING JAN 28, 2025
KKR hires exec to focus on 401(k) market

The firm in December brought on its first head of defined contribution, signifying a focus to get into 401(k)s and other plans meaningfully.

By Emile Hallez
Andrew Left calls for SEC clarity on public investor statements
INVESTING ALTERNATIVES JAN 27, 2025
Andrew Left calls for SEC clarity on public investor statements

A petition by the famed short seller argues recent enforcement actions "create a chilling effect on free speech and market participation" in stock trading.

By Leo Almazora
Hedge funds hit a $4.5T high note in 2024
INVESTING ALTERNATIVES JAN 27, 2025
Hedge funds hit a $4.5T high note in 2024

The industry notched record inflows off the back of continued demand even as investors raise concerns around performance and fees.

By Leo Almazora
Commodities are booming but too risky for most clients, advisors say
INVESTING EQUITIES JAN 23, 2025
Commodities are booming but too risky for most clients, advisors say

Commodity investments were among the biggest winners in 2024, but advisors remain wary of owning them in client portfolios.

By Gregg Greenberg
Pension funds push once again for private equity transparency
INVESTING ALTERNATIVES JAN 22, 2025
Pension funds push once again for private equity transparency

A coalition of pension managers and other institutional investors have issued a fresh call for PE fund managers to clearly report their fees and returns.

By Leo Almazora
Mark Uyeda-led SEC launches crypto task force
INVESTING ALTERNATIVES JAN 21, 2025
Mark Uyeda-led SEC launches crypto task force

The group led by Commissioner Hester Peirce will take input from within and outside the agency to create a clear regulatory framework for crypto assets.

By Leo Almazora
Hedge fund investors have lost over half their gains to fees, finds study
INVESTING ALTERNATIVES JAN 21, 2025
Hedge fund investors have lost over half their gains to fees, finds study

Research raises fresh questions as data show a larger chunk of gross profits eaten up than the previous historical average.

By Leo Almazora
Morgan Stanley wants loan growth. Merrill sells more alts
INVESTING ALTERNATIVES JAN 16, 2025
Morgan Stanley wants loan growth. Merrill sells more alts

It's a truism in the financial advice industry that many advisors dislike selling banking products.

By Bruce Kelly
Advisors eyeing bigger private-market allocations, says Blackstone
INVESTING ALTERNATIVES JAN 14, 2025
Advisors eyeing bigger private-market allocations, says Blackstone

Survey of advisors reveals four-fifths planning to double down on the alternative asset class, with one in two seeing an AI-powered opportunity in infrastructure.

By Leo Almazora
SEC fines investment advisors, broker-dealers $63M for record-keeping failures
INVESTING ALTERNATIVES JAN 14, 2025
SEC fines investment advisors, broker-dealers $63M for record-keeping failures

12 firms agreed to pay the fines to settle charges.

By Steve Randall
Over half of advisors warming up to crypto after Trump's election win, finds survey
INVESTING ALTERNATIVES JAN 09, 2025
Over half of advisors warming up to crypto after Trump's election win, finds survey

With nearly all poll participants fielding questions from curious clients, the percentage of advisors investing in the asset class has doubled from 2023.

By Leo Almazora
Northwestern Mutual makes private-credit push with Sixth Street partnership
INVESTING ALTERNATIVES JAN 07, 2025
Northwestern Mutual makes private-credit push with Sixth Street partnership

The strategic alliance will see $13 billion of assets deployed by the alternatives giant into the growing universe of asset-backed lending.

By Leo Almazora
Winklevoss twins’ Gemini to pay $5M in CFTC settlement
INVESTING ALTERNATIVES JAN 07, 2025
Winklevoss twins’ Gemini to pay $5M in CFTC settlement

The agreement puts an end to one of many Biden-era efforts to exert regulatory control over the cryptocurrency space.

By Bloomberg
PE industry hopeful about 401(k)s in second Trump administration
INVESTING RETIREMENT PLANNING JAN 06, 2025
PE industry hopeful about 401(k)s in second Trump administration

Private equity is illiquid, hard to value, and expensive. Yet it could be useful within target-date funds, and the industry may be lobbying the Trump administration to get into the 401(k) market meaningfully.

By Emile Hallez
Mesirow wades deeper into alternatives with Bastion Management
INVESTING ALTERNATIVES JAN 06, 2025
Mesirow wades deeper into alternatives with Bastion Management

With a specialist focus in the private credit space, the Chicago-based firm's latest acquisition marks the latest expansion of its alts platform for institutional investors and high-net-worth clients.

By Leo Almazora
How advisors are finding fixes for retirees squeezed by inflation
INVESTING RETIREMENT PLANNING JAN 06, 2025
How advisors are finding fixes for retirees squeezed by inflation

Financial advisors are still battling inflation in client accounts despite the Fed's best efforts.

By Gregg Greenberg