Alternative investments

The dilemmas from data, client demand and recruiting could provide opportunities for upstarts. Here's how wealth and asset management firms are responding.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

PE funds have outperformed stocks over the past five, 10 and 25 years. But not in three of the past four. Here are some of the key caveats to the appeal of PE.

Aiming to funnel more millionaires into its services, Morgan Stanley is launching a private equity fund for its widest audience yet.

Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.

As the head of the investment solutions group at Merrill and Bank of America Private Bank, Nancy Fahmy ensures the firm's advisors have access to investments they recommend to investors.

Even before tariffs were dominating headlines, dealers and auction houses were already glum about their 2025 art market prospects.

The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.

The pooled private investment funds diversify instantly while deferring capital gains taxes indefinitely.

The surging popularity of the alternative asset class could curtail its seemingly endless runway.

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.

Midsize firm Arete Wealth is invoking President Trump's executive order on government "weaponization" in urging the new administration to withdraw the case.

Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.

High-yield cash opportunities, alternative investments, ETFs and short term bonds received renewed interest.

Experts say the playing field has fundamentally changed as fractional ownership and other paths to access make alternative investments increasingly available.

These strategies are more than just smart tax moves; they're powerful tools for reshaping financial outcomes.

Investing in the precious metal has never been easier, which makes a financial planner's guidance all the more crucial.

The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.

Opto Investments is building out a fully integrated tech platform for RIAs to gain access to the multitrillion-dollar private markets.

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.