Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Accredited Investor Standard Should Be Eliminated: SEC's Peirce
By Melanie WaddellThe move would give more investors access to private markets through "diversified, professionally managed funds," the commissioner says.
May 19, 2025
SEC to Review Trade Data CollectionThe CAT system has gotten pushback over costs and security risks, SEC chairman Paul Atkins says.
May 16, 2025
Why Advisors Must Be Private Market GatekeepersCapital is increasingly concentrated outside of public markets, fueling retail investors’ demand for opportunities in alternative assets.
May 16, 2025
Is Your Firm Being Acquired Unexpectedly? This Advisor Can RelateStacy Spedden had been with Lincoln Financial for 30 years before Osaic acquired its wealth business in 2024.
May 16, 2025
Adam Dell's Flat-Fee Planning Service Adds SubscriptionsThe serial entrepreneur tells ThinkAdvisor what mass affluent clients want and the hardest part of growing a business.
May 14, 2025
LPL Launches Alternatives Learning HubThe platform includes content and access to continuing education credits in partnership with the CAIA Association.
May 14, 2025
12 Cities Where It Takes the Most Income to Be Middle ClassThe median income needed to enter this group in big cities increased to $74,225, SmartAsset research found.
May 13, 2025
Citi to Sell Wealth Alternatives Platform to iCapitalThe platform represents more than 180 alternative investment funds that are distributed globally.