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Fidelity moves to arm advisors with alts intelligence
The investment giant is helping to level the playing field against institutions with a new proprietary research portal.
Onramp partnership opens door wider to crypto for advisors
The TAMP for blockchain-based alternative investments now offers advisors access to a digital asset index.
Blackstone REIT hits key milestone, lifts redemption limit
The $60 billion real estate trust is finally letting customers draw money without any constraints after redemption demand fell below a key threshold.
Gold heads higher following US inflation data
Unsurprising stats mean Fed cuts still a possibility.
JPMorgan in partnership talks for private credit push
The Wall Street bank is reportedly in advanced discussions with potential partners.
Bitcoin’s surge driven by demand from ETFs
Bitcoin, which has jumped about 40% so far this year, pushed past $60,000 for the first time in more than two years Wednesday.
Bitcoin at $57K for the first time in more than 2 years
ETF demand continues to fuel growth for the cryptocurrency.
REIT sales tank, BDCs roll at start of 2024: Report
Financial advisors' clients are turning to business development companies for better yields.
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.
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.
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.
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.
Chicago RIA unveils partnership with iCapital
The collaboration will allow the firm to offer more alternative invesstments to clients.
Carson Group green-lights just 4 bitcoin ETFs
The RIA prioritized 'significant asset growth' and trading volume in selecting two of the ETFs, while the other two are among the least expensive offerings, executive says.
EY report highlights key wealth management trends
Financial advisors should continue focusing on private markets, AI and personalization, according to the report.
Former Triad broker’s medical company loses Florida real estate judgment
"This is more bad news," says a plaintiff's attorney.
Should advisors bet on another big year for BDCs?
The S&P 500 BDC Total Return Index increased 27.6 percent in 2023, with about half of that return coming from capital appreciation.
Most financial services firms preempting crypto regulations with employee policies
Almost half of firms say they already have a policy, and more intend to add one this year.
Texas-based family office commits $1B to fund investing in asset managers
Houston’s CAZ Investments joins multiple partners in $4.7 billion allocation to market-leading private equity strategy.
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.
