Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
February 04, 2025
LPL to Expand Alts Offerings in HNW PushAlternatives are an important tool for advisors serving wealthy clients, CEO Rich Steinmeier says.
February 03, 2025
Crypto and Your Clients: New Funds, More Demand, Still Lots of RiskAs new crypto vehicles emerge and enthusiasm keeps growing, more advisors are adding digital assets to portfolios.
January 31, 2025
RIA M&A Activity Set Record in 2024: DeVoeThe 272 announced transactions in the year, including 81 in the quarter, topped the 2022 mark.
January 31, 2025
Blackstone Sees Trillions From Rich Flowing to Private MarketsThe firm's private wealth unit, launched in 2011, now manages over $250 billion for individual investors.
January 30, 2025
Musk-Trump Bromance Turns X Debt From Burden to Asset for Morgan StanleyInvestors are flocking to the tech company as the bank leads a $3 billion debt offering.
January 29, 2025
Nearly 60% of Advisors Plan Significant Allocation to Private MarketsA survey noted a marked rise in advisors increasing exposure to at least 10% in private market investments.
January 29, 2025
Trump Media Partners With Schwab to Launch ETFs, SMAs and CryptoThe new brand will invest based on “America-First principles” with Schwab advising it on products and strategy.
January 24, 2025
Single Women, Rich Millennials Will Fuel Luxury Real Estate This YearAs millennial buyers enter luxury markets in increasing numbers, this younger generation is behaving differently than its predecessors.
January 21, 2025
SEC Launches Crypto Task ForceThe group will be led by Commissioner Hester Peirce, nicknamed “Crypto Mom” by the industry.
January 21, 2025
Schwab Earnings Top Estimates on Record InflowsTotal client assets were $10.1 trillion, after passing $10 trillion for the first time in November.