Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Tax and Retirement Issues to Watch for in 'Gray Divorce'
By Rob BurgessFor advisors, retirement accounts, home sale exclusions and Social Security benefits are all worth considering.
May 01, 2026
Reverence Capital Closes $2B-Plus Osaic RecapitalizationThe transaction seeks to deliver liquidity to existing investors and fund Osaic's long-term growth.
April 29, 2026
UBS Says Rich Clients Lost Some Interest in Private CreditThe comments highlight some of the growing pains facing the $1.8 trillion private credit industry after years of rapid expansion.
April 28, 2026
60/40 Lagged in 2025, but Still Wins the Long Game: MorningstarThe traditional stock/bond portfolio, the researcher finds, "has been tough to beat" over extended periods.
April 27, 2026
The High-End Collectibles That Gained, and Lost, Value in 2025Although values remained under pressure, Knight Frank notes, the annual decline slowed during 2025.
April 24, 2026
Blackstone CEO Sees Healthy Annuity Issuer Demand for Private CreditSteve Schwarzman maintains that long-term private credit returns have been strong.
April 23, 2026
Schwab Imposes New Account Curbs as Tax-Aware Strategies BoomSchwab is the latest brokerage to rein in long-short SMAs.
April 23, 2026
Clients Are Asking About Crypto. Does It Have a Place in Retirement Portfolios?The client curiosity is there, and the industry is increasingly taking notice.