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Alternative investments
A middle-market debt offer for retail investors
A recent launch from Flat Rock is designed to provide access to middle-market debt in a new way, according to the firm’s CEO, Robert Grunewald.
Magazine
Industry veterans and leaders awarded for their innovation
Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.
From real estate to racehorses: What advisors need to know about alts
Some investments are harder to advise on than others — think of rare coins and art — but advisors can distinguish themselves.
Scorecard: Mutual fund flows for the week ending Sept. 13
Data reported by the Investment Company Institute.
As the Fed steps back from mortgage market, REITs gear up to buy
Managers in the space have been raising cash at their fastest pace since 2013.
8 factors driving explosive ETF growth
Above all others, millennials are likely to include the funds in their portfolios, Schwab says.
Millennials ‘jumping up and down’ for ETFs
To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.
Magazine
Record ETP growth may mean lower fees
Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.
When REIT ETFs are worth a look
These funds can affordably provide clients with REIT exposure.
How Irma changed the world's top performing quant
After spending a week holed up with several dozen employees in a New York hotel, the $1.4 billion hedge fund manager returned to Florida with a new focus.
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