-
The art market is nearing a critical inflection point, according to a new 2024 survey of global collecting from Art Basel and UBS.
October 24 -
A model of buying buildings with big carbon footprints, investing in green refurbishments and then increasing rents for higher sale prices is attracting attention of some asset managers in real estate.
October 23 -
AI can extract key insights from meeting transcripts, emails and files and other sources across a firm's entire book of business.
October 22
Microsoft -
As CAIS launched a new advisory firm to simplify alternative investments for financial advisors and their clients, experts at the firm's summit discussed how to get clients more comfortable with the asset class.
October 16 -
Leaders at FINRA, Fidelity and ACA Foreside discussed the steps they take to safely market new investment products like ETFs and cryptocurrencies on social media and other platforms while staying in compliance with advertising regulations.
September 27 -
Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.
August 8 -
Despite the notion that an ESG backlash is pushing clients away, private equity products aiming to solve challenging problems through investments are still on the rise.
July 30 -
New alternative investment platform JKBX has attracted thousands of retail investors purchasing the streaming rights to hit songs from Beyoncé, Taylor Swift and more — here's what it might mean for the alts space.
July 26 -
The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.
July 15 -
Of the $156B raised by private credit funds last year, about 16% went into products claiming to target ESG goals — the most in a decade.
July 10 -
Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.
July 8 -
iCapital's Jason Broder talks about the fintech's massive expansion to help advisors implement alternative investments in traditional portfolio management.
July 1 -
With a rush of individuals exploring alternative assets for the first time, advisor platform CAIS is slashing fees that it says affect portfolio performance for such investments.
June 21 -
Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.
May 28 -
Lack of information and transparency — as well as lack of a true economic stress test — give the IMF pause over the rapidly growing investments.
April 8 -
Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.
April 1 -
Private investigators for private products? More money managers are soliciting help to better determine actual values.
March 28 -
In a case with industry-wide implications, PKS Investments argues that a Utah couple cannot pursue damages against the brokerage through FINRA arbitration.
January 9 -
From top brokers and broker pay to succession planning, advising for Medicare, ChatGPT and our coverage of the independent space, these are the biggest stories FP published in the last year.
December 17 -
The CAIS Alts Experience through BNY Mellon's Pershing builds upon existing integrations to remove transaction fees on participating funds through the CAIS Marketplace to BNY Mellon's Pershing clients
December 4


















