Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
4 Options for Passing Down Your Firm
By Allie Brunwasser and Jason DiamondWhen transitioning the book from one generation to the next, it's important to balance legacy and liquidity.
December 04, 2024
The Evolution of Advisor M&A Deals: What to Know NowThe sophistication of buyers, sellers and the deals themselves has gone up.
December 04, 2024
Two Private Credit ETFs Launch in a Single Day in New Gold RushThe actively managed funds will invest at least 80% of their assets in collateralized loan obligations.
December 02, 2024
Abacus Gets OK to Buy $2B Asset ManagerThe company aims to do business with even more consumers who want to sell their life insurance policies.
November 27, 2024
Atkins, Ex-SEC Commissioner, Could Succeed GenslerTrump is expected to make a pick in the coming days, but no decision has yet been made.
November 26, 2024
10 New Findings on What Americans Think About WealthAmericans hold diverse views on the meaning of wealth — perhaps because many families don't talk about it.
November 26, 2024
16 Biggest Retirement and Financial Planning Tax BreaksPolicymakers looking for ways to simplify the tax code could look at these provisions.
November 25, 2024
CI Financial to Go Private in Deal With Abu Dhabi Sovereign Wealth AffiliateThe deal values CI Financial at about $15 billion.