Alternative investments

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.

iCapital's Jason Broder talks about the fintech's massive expansion to help advisors implement alternative investments in traditional portfolio management.

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.

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.

Lack of information and transparency — as well as lack of a true economic stress test — give the IMF pause over the rapidly growing investments.

Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.

Private investigators for private products? More money managers are soliciting help to better determine actual values.

In a case with industry-wide implications, PKS Investments argues that a Utah couple cannot pursue damages against the brokerage through FINRA arbitration.

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.

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

Arete Investments is a new cloud-based investor program fueled by partnerships with FusionIQ and DriveWealth

Arch CEO Ryan Eisenman said peace of mind, better data and smarter decision-making lie at the heart of his firm's mission statement.

The partnership provides tru's community of independent advisors with a unique offering to add private investments into client portfolios.

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.