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Retail investors cautiously getting back into crypto
But web searches for the word 'bitcoin' have fallen back to bear-market levels, after spiking in the first half of January as bitcoin ETFs debuted.
FusionIQ partnership broadens regulated crypto access for advisors
The collaboration with Anchorage Digital, home to the only federally regulated digital asset bank, will give advisors a single platform offering digital assets along with traditional investments.
Ex-Osaic veteran advisor barred by Finra
'A lawyer may tell an advisor like this, there's no upside in responding to Finra, just leave the industry,' says a senior brokerage executive.
Alt managers’ push to advisors hits resistance at some B-Ds
‘When I got here in 2016, I had no idea who the alternative investment sponsors were,’ says Jamie Price of Osaic.
iCapital expand advisors’ access to alternatives platform
Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.
Alts winning out as family offices evolve their strategies
A KKR survey of CIOs reveals increasing portfolio allocations to private credit, infrastructure, and private equity.
Morningstar Wealth strengthens its SMA shelf
Advisors on the platform now have more options and flexibility to build customized portfolios for clients.
The case for ‘retailization’ of alts is getting stronger: BNY Mellon
Stronger performance, growing life expectancies, and easing regulatory barriers are among the trends supporting increased adoption of alternatives.
Bitcoin above $46K as ETF inflows endure
The curious 'halving' event in April is also starting to impact value.
KKR sees ‘trillions’ of retail investor dollars moving to alts
'Mass affluent individual investors historically have not had an easy way to access these types of products and strategies,' senior KKR executive says.
After SEC OK, US bitcoin ETFs saw $30B in new money ‘almost overnight’
Report reveals inflows that were extremely positive, but still ‘underwhelming’ compared with the Canadian experience.
Baby boomers the next frontier in booming bitcoin ETF space
ETF firms stage an advertising offensive in the race for differentiation
LPL’s gatekeeper wary of bitcoin-ETF hype
The firm's head of wealth management solutions plans to assess the new funds' first three months of trading before deciding which to make available on its trading platforms.
David Canter joins CAIS as strategic advisor
Alternative investments platform reaffirms support for RIAs as it taps industry veteran.
LPL’s Bill Dwyer is back, and he’s pitching AI
'Bill Dwyer is a terrific senior executive and leader, and I can’t wait to see what he does here,' says another executive.
State regulators oppose bill to allow private markets access through advisors
This idea may result in investors paying higher fees without requisite returns, argues state regulator.
Another trough coming in 2024 for boom-and-bust non-traded REITs
Non-traded real estate investment trusts face a well-documented set of challenges, including sharply rising interest rates and headlines about half-empty office buildings.
‘We’re scrambling to figure out spot-bitcoin ETFs,’ says industry exec
Many broker-dealers still have plenty of work to do regarding new product.
Bitcoin ETFs in 401(k)s a useful diversifier, proponents say
Such ETFs could become a small component of target-date funds.
Giant conflicts alleged involving a former advisor
'I worked my whole life trying to save for now, and I can't retire,' says Galia Meiri, one of the advisor's clients.
