Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Franklin Templeton's CEO Names Her Favorite Alts Vehicle for Wealth Managers
By John ManganaroAdvisors have many options to put alternatives to work for their clients, but one stands out, Jenny Johnson says.
September 11, 2025
GTCR Closes FMG Acquisition, Names Mark Casady Executive ChairmanThe former LPL CEO says he's "thrilled" to join FMG at such a pivotal time.
September 11, 2025
Envestnet to Pour $1B Into Platform Enhancements by 2030Executives of the firm, now owned by Bain Capital, laid out their five-year plan at Future Proof Festival.
September 10, 2025
Top 10 Annuity Issuers That Aren't Public Companies: 2024Many of the biggest players operate outside Wall Street's glare.
September 10, 2025
New Tax Rules Sweeten the Break on Small-Business Stock, but Watch OutWealthy clients can multiply this benefit by gifting, but the rules are complex, especially when using trusts.
September 09, 2025
SEC Sued Over Accredited Investor RuleA health care startup executive says she was blocked from investing in a venture capital fund.
September 09, 2025
What a Former Fed President Expects for Stocks, Jobs, Rate CutsA 50 basis-point cut this month is unlikely, Rob Kaplan said at the Future Proof Festival.
September 09, 2025
5 Insurers That Sold the Most RILAs in Q2Their combined sales of the popular retirement savings product increased 4%.