Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
BlackRock Adds Private Equity, Credit Funds to Model Portfolios
By Silla BrushThe managed models will help advisors offer these assets to clients with limited access to private markets.
March 24, 2025
ETF Use Is Still on a Growth Tear: SurveyNinety-five percent of wealth managers say they will increase their ETF allocations, Brown Brothers Harriman reported.
March 21, 2025
9 Most Active Acquirers in Wealth: 2024Volume hit a record high of 366 deals, with average assets per transaction of $1.4 billion, Echelon found.
March 21, 2025
How Citi’s PE ‘Club’ Underwhelmed Billionaire Members, Led to LawsuitsAfter the club's shutdown, growing investment dollars is a top priority for Wealth head Andy Sieg.
March 21, 2025
Expect a Significant Shift Under a Paul Atkins SECThe next four years will present a host of new regulatory policies for advisors to understand and implement.
March 17, 2025
Gold Tops $3,000 as BofA, Citi Stay BullishConsumer confidence has plunged, inflation expectations have surged, and analysts have been hiking their price targets.
March 14, 2025
State Street Tries to Tap Long-Lost Mojo With Private Credit ETFThe ETF, rolled out with Apollo Global, has had only about $5 million of net inflows so far.
March 12, 2025
Edward Jones Expands Private Client Services for Wealthy HouseholdsThe firm is rolling out an elevated experience for clients with more than $10 million in investable assets.