FPA Survey Shows Alternative Investments Use Rise Among Financial Advisors
The share of financial planners scaling up their use of alternative investments over the past year has shown significant jumps,...
Advisors
John Bullman, CIO of LGT Financial Advisors, on evolution of alternative assets in clients portfolio
John Bullman, CIO at LGT Financial Advisors, joined Giovanni Mordeo for a fireside chat to discuss the evolution of...
Apollo Launches Pro Portfolio Tool for Advisors to Master Alternative Investments
Apollo (NYSE: APO) has launched Apollo Allocation Pro, a new portfolio construction tool designed for...
Brookfield Oaktree Wealth Solutions Survey Highlights Investor Demand for Alternative Investments and Critical Role of Financial Advisors
Brookfield Oaktree Wealth Solutions has released findings from 'The Alts Institute' Alternative Investing Survey, revealing...
Advisors Asset Management Appoints Seda Kaya Head of Alternative Investment Solutions
MONUMENT, Colo., Sept. 18, 2024 /PRNewswire/ -- Advisors Asset Management (AAM), a leading investment solutions provider, announced today that Seda Kaya...
Cambridge Associates Expands Alternative Investment Services with Acquisition of SIGLO Capital Advisors
BOSTON & ZURICH, September 03, 2024--(BUSINESS WIRE)--Global investment firm Cambridge Associates (CA) today announced an agreement to acquire SIGLO Capital...
Advisors make case for using private investments to diversify portfolios
Skepticism is growing about the ability of private markets to consistently outperform more conservative portfolios made up of stocks and...
CAIA Charts Challenges for Advisors Interested in Alt Investments
A new report from CAIA provides tips to financial advisors about how they should approach integrating alternative investments into clients’...
