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Alt managers priming the retail sales pump for 2024
As investors pull money out of real estate investment trusts, asset managers are rolling out new products to get in front of financial advisors.
Chicago RIA unveils partnership with iCapital
The collaboration will allow the firm to offer more alternative invesstments to clients.
Carson Group green-lights just 4 bitcoin ETFs
The RIA prioritized 'significant asset growth' and trading volume in selecting two of the ETFs, while the other two are among the least expensive offerings, executive says.
EY report highlights key wealth management trends
Financial advisors should continue focusing on private markets, AI and personalization, according to the report.
Former Triad broker’s medical company loses Florida real estate judgment
"This is more bad news," says a plaintiff's attorney.
Should advisors bet on another big year for BDCs?
The S&P 500 BDC Total Return Index increased 27.6 percent in 2023, with about half of that return coming from capital appreciation.
Most financial services firms preempting crypto regulations with employee policies
Almost half of firms say they already have a policy, and more intend to add one this year.
Texas-based family office commits $1B to fund investing in asset managers
Houston’s CAZ Investments joins multiple partners in $4.7 billion allocation to market-leading private equity strategy.
Retail investors cautiously getting back into crypto
But web searches for the word 'bitcoin' have fallen back to bear-market levels, after spiking in the first half of January as bitcoin ETFs debuted.
FusionIQ partnership broadens regulated crypto access for advisors
The collaboration with Anchorage Digital, home to the only federally regulated digital asset bank, will give advisors a single platform offering digital assets along with traditional investments.
Ex-Osaic veteran advisor barred by Finra
'A lawyer may tell an advisor like this, there's no upside in responding to Finra, just leave the industry,' says a senior brokerage executive.
Alt managers’ push to advisors hits resistance at some B-Ds
‘When I got here in 2016, I had no idea who the alternative investment sponsors were,’ says Jamie Price of Osaic.
iCapital expand advisors’ access to alternatives platform
Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.
Alts winning out as family offices evolve their strategies
A KKR survey of CIOs reveals increasing portfolio allocations to private credit, infrastructure, and private equity.
Morningstar Wealth strengthens its SMA shelf
Advisors on the platform now have more options and flexibility to build customized portfolios for clients.
The case for ‘retailization’ of alts is getting stronger: BNY Mellon
Stronger performance, growing life expectancies, and easing regulatory barriers are among the trends supporting increased adoption of alternatives.
Bitcoin above $46K as ETF inflows endure
The curious 'halving' event in April is also starting to impact value.
KKR sees ‘trillions’ of retail investor dollars moving to alts
'Mass affluent individual investors historically have not had an easy way to access these types of products and strategies,' senior KKR executive says.
After SEC OK, US bitcoin ETFs saw $30B in new money ‘almost overnight’
Report reveals inflows that were extremely positive, but still ‘underwhelming’ compared with the Canadian experience.
Baby boomers the next frontier in booming bitcoin ETF space
ETF firms stage an advertising offensive in the race for differentiation
