Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Schwab to Launch Alts Platform for HNW Retail Clients
By Dinah Wisenberg BrinThe platform, using iCapital, will offer alternatives funds for qualified investors with at least $5 million.
October 10, 2024
12 Least Affordable Metro Areas for Real Estate: 2024In one of these metros, the typical home costs 10 times the median income, according to Clever Real Estate.
October 03, 2024
Do You Really Know Your UNHW Clients' Spending Rate?The vast majority of ultra-wealthy families don't understand their annual cash flow, leading to missed opportunities.
October 01, 2024
15 Most Affordable U.S. Metro Areas: 2025Clever Real Estate ranked 100 metro areas on factors like taxes and percentage of income spent on housing.
September 30, 2024
Private Equity Firm TPG Takes 'Significant' Minority Stake in Creative PlanningPeter Mallouk will continue to lead the business and keep his majority stake.
September 26, 2024
Merrill's Former Top Strategist Says Today's Market Is No 1999Now 82 and running a hedge fund, Charles Clough explains what's in the firm's portfolio and what risks keep him up at night.
September 25, 2024
How the NFL Became an Alternative InvestmentExposure to professional sports fits comfortably in a modern portfolio asset mix, says Neil Blundell of CAIS.
September 23, 2024
The 60/40 Portfolio Isn't Dead. But Is It Enough?To enhance client portfolios, advisors might want to look beyond stocks and bonds.