Alternatives

Displaying 4039 results
LPL boosts revenue potential with amped-up alts platform
ALTERNATIVES FEB 10, 2025
LPL boosts revenue potential with amped-up alts platform

Along with greater revenue, alternative investments also carry risks, one industry lawyer noted.

By Bruce Kelly
Private assets remain hot despite surging stock market
ALTERNATIVES FEB 07, 2025
Private assets remain hot despite surging stock market

Financial advisors are still adding alternatives despite the surge in publicly traded stock prices

By Gregg Greenberg
SEC reassigns top litigator behind crypto lawsuits
ALTERNATIVES FEB 05, 2025
SEC reassigns top litigator behind crypto lawsuits

The agency moved its key man driving actions under former chair Gary Gensler as new leadership works toward more constructive crypto regulation.

By Leo Almazora
Apollo reports spike in alt sales through wealth management group
RIA NEWS FEB 04, 2025
Apollo reports spike in alt sales through wealth management group

Alternatives are quickly becoming a mainstream allocation in wealth management.

By Bruce Kelly
iCapital forges alts platform partnership with Apollo
ALTERNATIVES FEB 03, 2025
iCapital forges alts platform partnership with Apollo

Collaboration comes as the alternatives-focused tech provider rolls out other enhancements to its leading portfolio construction tool.

By Leo Almazora
Record prices forcing advisors to consider gold exposure
EQUITIES JAN 31, 2025
Record prices forcing advisors to consider gold exposure

The yellow metal is shining brightly, hitting new record highs and drawing interest from advisory clients.

By Gregg Greenberg
Alts shops have their eyes on advisors
RIA NEWS JAN 30, 2025
Alts shops have their eyes on advisors

An increasing proportion of alternatives, from fully liquid to illiquid, will be sold in the wealth management channel in the coming years, according to Fuse Research. Traditional asset managers are cranking out products, and PE firms are warming up to advisors.

By Emile Hallez
Alternative assets to gain share in client portfolios, say advisors
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
$55B alternatives firm New Mountain launches RIA support platform
RIA NEWS 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?
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
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
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
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
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
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
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
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
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
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
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