Browsing Tag
Alternative Investments
58 posts
Morningstar Wealth Developing Public/Private Models with Apollo, Franklin Templeton, J.P. Morgan
Model portfolios available later this year being designed to give financial advisors a single, research-driven way to access private markets
U.S. Adds World-Most 736,000 Millionaires in 2025: Capgemini
Strong AI-fueled equity market gains helped drive a 9.2% increase in the U.S. high-net-worth population according to Capgemini’s World Wealth Report 2026
Voya Launches Multi-Manager Alternative CITs for Defined Contribution Plans
New collective investment trusts designed to give DC investors access to private market strategies while reducing manager concentration risk and providing fiduciary-focused oversight
37,000 Comments and Counting on DOL Investment Selection Proposal
60-day comment period for EBSA’s “Fiduciary Duties in Selecting Designated Investment Alternatives” ends June 1 as debate intensifies around private assets and fiduciary discretion in 401(k) plans
Alts are Coming to 401(k)s, but the Retirement Industry Should Move Forward Thoughtfully
As policymakers and providers push to expand private market access in 401(k) plans, Frank Burke argues in this op-ed that the retirement industry should proceed cautiously—favoring more liquid alternative strategies that can balance diversification benefits with participant liquidity and fiduciary concerns
Rep. Neal Pushes GAO to Investigate Private Assets in 401(k) Plans
The lawmaker posed concerns over the investment’s exposure to retirement plans and the reliability of the companies offering the funds
Employee Fiduciary Advocates for Participant Protections in DOL Comment Letter
The letter includes suggestions that would close three gaps in the DOL’s proposal on alternative investments in 401(k) plans
Mega Employers Uninterested in Alternatives
Callan’s DC Trends Survey fields responses on plan satisfaction and the most popular SECURE 2.0 provisions among 80 mega employers
Aronowitz Comments on Alternative Assets, ESOPs, in Latest Hearing
The assistant secretary for EBSA answered subcommittee questions on the agency’s latest concerns
Advisors Foresee Alternatives to Outpace Public Investments
Seventy percent expect a larger number of clients to show interest in private markets over the next three years