Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Captrust Adopts CAIS Alternative Investment Platform
By John ManganaroThe firm's advisors will be able to consolidate alternative products and processes onto a single operating system.
April 11, 2024
Fidelity Rolls Out 3 New ETFsThe funds aim to outperform the S&P 500 while offering downside protection or enhanced yield.
April 09, 2024
Annuity Issuer Invests $1B in Midsize FirmsAmerican Equity has directed the cash to ASP Summa, a collateralized loan obligation set up by Adams Street Partners.
April 07, 2024
12 Questions to Ask Wealthy Clients & Prospects Who Love ArtHere's how you can be more engaging in conversations about art with current and prospective clients.
April 04, 2024
12 States Where Homebuyers Need a Six-Figure IncomeAffordability is a hurdle in a growing number of locations, an analysis by Bankrate found.
April 03, 2024
Reg BI to Be 2025 SEC Exam PriorityThe SEC is issuing more Risk Alerts and releasing its priorities early, the agency's exam director said Tuesday.
April 02, 2024
iCapital Scoops Up MiradorThe acquisition means the alternative investments platform can expand its data management and performance reporting capabilities.
April 02, 2024
Ameritas Suit Could Shake Up Life Settlement MarketThe case turns on whether a term life policy buyer can convert it into a permanent life policy.