News and insights from WealthManagement.com
Has the ‘Democratization’ of Alts Gone Too Far?
An outline of the benefits and risks for advisors, investors and the industry.
Exploring the World of Alternatives II: Maximizing Alternative Investments Across Macroeconomic Environments
Examines how various alternative investments perform during different macroeconomic environments, highlighting their essential role in modern portfolio construction
Baird Takes Stake in Sagard; Will Distribute its Products to Wealth Clients
The deal will boost Sagard’s business in the U.S. while expanding the alts opportunities Baird is offering to its private wealth clients.
iCapital, Tangible to Launch Digital Marketplace for Sale of Secondary Stakes
The planned marketplace, slated to launch by year-end, aims to help wealth managers make allocations to alternatives more liquid.
Merrill, Bank of America Private Bank Launch Alternative Investment Program for UHNW Investors
Alts Expanded Access will focus on direct LP investment into private equity, private credit, venture capital and real asset funds.
10 Investment Must Reads for This Week (Sept. 9, 2025)
Interval fund sponsor Bluerock fell short of the votes at its investor meeting to convert its embattled real estate fund, but it has two more weeks to wrangle votes. NASAA has amended guidelines for the use of non-traded REITs. These are among the investment must-reads we found this week for financial advisors.