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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