Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Capital Group, KKR Launch First PE Fund for Everyday Investors
By Silla Brush and Allison McNeelyThe firms plan to roll out a fund that combines bets on private companies with U.S. stocks.
March 02, 2026
Schwab Closes Acquisition of Pre-IPO MarketplaceThe Forge Global deal positions Schwab to offer private-market access for individuals and RIAs.
February 27, 2026
12 Cities With the Highest Incomes Needed to Be Middle ClassThe local job market, housing market and infrastructure affect standards of living across the country, SmartAsset reports.
February 26, 2026
Kuvare Wants the World to Know That Blue Owl Is Not Its ParentThe annuity issuer says the private investment firm that's under scrutiny is simply one of its asset managers.
February 25, 2026
Private Credit Fears Deepen With UBS Warning of 15% DefaultsDirect lenders that financed software firms in recent years now look dangerously exposed to AI's impact.
February 25, 2026
How 7 States Are Reforming Property TaxesWhile the relief could be a boon to clients, these cuts put local budgets at risk, Pew finds.
February 24, 2026
WisdomTree Gets SEC Nod for Tokenized Money Fund to Trade 24/7The approval could have major implications for the plumbing of cash management, the asset manager says.
February 24, 2026
The Hottest RIA Deals Aren't About AUM: FidelityFirms are expanding by adding capabilities rather than simply acquiring client assets, the financial services giant reports.