Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
House Passes Bill to Expand Accredited Investor Definition
By Melanie WaddellThe bill freezes the financial thresholds and allows investors with certain education or experience to be considered "accredited."
June 18, 2025
Trump Urges SALT Deal as Lawler Stands Firm on $40,000 Cap“We’re not going to fold here,” the New York congressman says.
June 18, 2025
Envestnet Partners With BlackRock, Fidelity, Others to Add Alts in Model PortfoliosCo-CIO Dana D’Auria says the collaboration will help democratize access to alternatives investments at scale.
June 17, 2025
10 Best States for Aging in Place: 2025These states make it easier for retirees to get around, stay healthy and feel supported, Seniorly finds.
June 16, 2025
Senate Deadlocked on SALTThe draft bill, slated to be released later Monday, includes the current $10,000 SALT cap.
June 12, 2025
Variable Annuities Could Soon Be Hot Again: GoldmanProduct designers also like RILAs, but they're cool toward crypto annuities.
June 05, 2025
Accredited Investor Qualification Bill ReemergesThe bill would update the list of certifications that would give an investor wider access to private investments.
June 05, 2025
For Next-Gen Advisors, Some Traits Are More Important Than Salesmanship: AssetMark CEOWhile business development skill is "icing on the cake," there are three crucial ingredients to success, Michael Kim says.