Along with greater revenue, alternative investments also carry risks, one industry lawyer noted.
Financial advisors are still adding alternatives despite the surge in publicly traded stock prices
Money markets, bonds, real estate, and the heating industry among new funds.
The Pennsylvania-based fund giant stands to gain ground against rivals such as BlackRock while earning more goodwill from retail investors.
Using AI for tax and estate planning will enable advisors to spend more time with clients, Andrew Altfest says.
The agency moved its key man driving actions under former chair Gary Gensler as new leadership works toward more constructive crypto regulation.
Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.
Alternatives are quickly becoming a mainstream allocation in wealth management.
Financial advisors often have to deal with tech execs and their concentrated portfolios. Here's what they say about their experiences.
Big fund companies have backed off of ESG, and US funds have closed amid political pressure and as investors have pulled money from them. The funds that remain reveal which managers are committed.
Collaboration comes as the alternatives-focused tech provider rolls out other enhancements to its leading portfolio construction tool.
Trump administration tariffs on Mexico and Canada shocked the market, but advisors remain nonplussed for now.
The yellow metal is shining brightly, hitting new record highs and drawing interest from advisory clients.
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.
A sizeable chunk of advisors in two polls show how digital assets and private market investments exposure could grow in the near term.
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.
Wealth managers see a potential rebound in REITs after a disappointing 2024, but only if interest rates cooperate.
Report highlights opportunities for alts investors across asset classes.
Limra figures reveal third straight year of record sales, with demand for fixed-rate deferred annuities declining and robust momentum in RILAs.
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.
