February 26, 2024
« Back to Issue Archive
Download Issue View Digital Edition
Available to subscribers only
Featured News
Alt managers priming the retail sales pump for 2024
As investors pull money out of real estate investment trusts, asset managers are rolling out new products to get in front of financial advisors.
Expanding an advisor’s playbook
Christopher Zook, founder of CAZ Investments, has created a global network of investors that enables access to private market opportunities, including professional sports teams.
Father-son team shares tips for business, relationship success
UBS wealth manager Hannes Grascher was extremely careful when he brought his son Max onto his team.
The case for PE in 401(k)s isn’t clear at all, new research finds
There’s no correlation between pension plans’ use of private equity and their performance, Morningstar finds.
Advisors reassess their alt stakes after loading up
Use of alternative investments skyrocketed when stocks and bonds tanked in 2022, but advisors are still standing behind those positions as stocks rally.
Don’t rush to open private equity floodgates
Change is in the air over what constitutes an accredited investor but how far should the industry go?
