Alternative investments

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

The wealthtech firm that creates solutions for alternative asset management has attracted support from firms and founders alike, driving its total capital to more than $25 million.

After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.

The late actor's estate fell short in a five-year quest involving the distribution of a hedge fund position when his financial advisor left UBS for Merrill Lynch.

Inflated charitable deduction claims have led to dozens of audits and millions of dollars in additional payments to the agency.

Toussaint Bailey's Uplifting Capital closed its initial product after attracting investments from clients of Corient advisory practices and other RIAs.

DAF skeptics say the funds are little more than tax loopholes disguised as philanthropy. Not so, says Brad Saft of DonorAdvisedFunds.com.

The private markets platform introduces a collaborative model for multi-manager private market funds.

More financial advisors will use the alternative investments in the next 12 months due to their complex features and industry innovations, the research firm finds.

A new iCapital study looks at the pain points and opportunities presented by weaving alts into client portfolios as individual access increases.