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Nearly 80% of the respondents to a recent advisor survey conducted by the asset management giant Blackstone said they plan to recommend more alternative investments in 2025.
February 10 -
Midsize firm Arete Wealth is invoking President Trump's executive order on government "weaponization" in urging the new administration to withdraw the case.
January 29 -
Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.
January 6 -
High-yield cash opportunities, alternative investments, ETFs and short term bonds received renewed interest.
December 30 -
Experts say the playing field has fundamentally changed as fractional ownership and other paths to access make alternative investments increasingly available.
December 27 -
These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.
December 20
TaxPlanIQ -
Investing in the precious metal has never been easier, which makes a financial planner's guidance all the more crucial.
November 12
Rocket Dollar -
The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.
November 1 -
Opto Investments is building out a fully integrated tech platform for RIAs to gain access to the multitrillion-dollar private markets.
October 28 -
Until recently, alternative investments have mainly been the province of the high net worth set. In the past few years, though, there has been a concerted effort to change that.
October 28 -
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
















