Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Trump Signs Bill Blocking IRS Crypto Tax Rule
By Stephanie LaiThe rule aimed to force some exchanges to provide tax information on transactions conducted on their platforms.
April 09, 2025
Lincoln and Guardian Get Closer to Asset ManagersThe issuers have struck deals with Bain and Janus Henderson, respectively, involving asset management partnerships and capital infusions.
April 08, 2025
Tariff Tantrum Gives Private Assets a Stability TestA crash could hit the funding recipients harder, or their diversity could make them more resilient.
April 04, 2025
RIA M&A Deals Surge to Q1 Record: DeVoeGrowth is driving RIA leaders to sell externally, followed by liquidity and succession planning, the consulting firm reported.
April 03, 2025
7 Things to Know About RIAs’ Growing Use of Private CreditA strong majority of RIAs invest in this asset class now or plan to add it soon, a survey finds.
April 02, 2025
These ETFs Limit Losses With No Hard Cap on Gains. What's the Catch?Uncapped buffer ETFs protect against market drops, but there are other risks for investors to consider.
April 02, 2025
Cerity Partners Adds $1.9B West Coast FinancialThe Santa Barbara-based RIA will enhance Cerity’s ability to deliver alternative investment offerings, including in real estate.
April 01, 2025
Ex-Schwab CEO Walt Bettinger Joins Private Equity FirmBettinger, now a senior advisor to Clayton Dubilier & Rice, will remain Schwab's co-chairman.