Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Is Your Firm Being Acquired Unexpectedly? This Advisor Can Relate
By John ManganaroStacy Spedden had been with Lincoln Financial for 30 years before Osaic acquired its wealth business in 2024.
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.
May 13, 2025
These 10 States Are Most Vulnerable to a Recession, Study FindsThe majority of the weakest states are in the South and Mountain regions, National Business Capital researchers found.
May 09, 2025
GOP Eyes Endowment Tax HikeRepublicans are reportedly considering boosting the 1.4% endowment tax to rates as high as 14% to 21%.
May 09, 2025
UBS in Talks to Sell Hedge Fund Unit to Cantor FitzgeraldUBS seeks to trim riskier businesses as it faces extra capital requirements of as much as $25 billion.
May 09, 2025
Vanguard, Blackstone, Wellington to Launch Private Markets FundThe firms have laid out plans for an interval fund.
May 08, 2025
For Goldman, RIA Service Starts With 'Unlocking Time'Executives say the firm is well positioned to support an increasingly sophisticated (and consolidated) industry.