Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Stifel Pays $3M to Settle Claim Over Barred Broker's Structured Notes Strategy
By Melanie WaddellAfter a $133 million award in April, the firm faces up to 19 additional complaints tied to Chuck Roberts.
June 16, 2026
Conor Murphy to Become CEO of Annuity Issuer With Ties to BlackstoneChris Blunt, who has been F&G's CEO since 2019, will look for "strategic alternatives" for a distribution business.
June 16, 2026
Term Life Policyholders Face New UncertaintyFederal court decisions could hurt their ability to tap the life settlement market.
June 16, 2026
5 Things to Know About Life Insurers' Own Private AssetsThe annuities inside clients' portfolios hold portfolios of their own.
June 15, 2026
5 Insurers That Sold the Most Individual Life in Q1One big, publicly traded company let sales flow.
June 15, 2026
PRO
Advisors Don't Mince Words on DOL's Plan for Alts in 401(k)sThinkAdvisor polled advisors on their views about Labor's proposal. Here's what they said.
June 11, 2026
Orion Opens New Office in PennsylvaniaThe move reflects the firm's "continued growth in the Philadelphia region," spokesperson Julie Lane says.
June 11, 2026
PRO
How to Explore Annuities' Private Credit HoldingsThe assets in life and annuity contracts "can materially influence both performance and risk," wealth advisor Ryan Patton says.