Browsing Tag
Alternative Investments
38 posts
DOL Rescinds Biden-Era Guidance Discouraging Use of Alts in 401(k)s
First move comes just 5 days after Trump’s Executive Order
Trump: Regulatory Overreach, Opportunistic Lawsuits Have Stifled Investment Innovation
Thursday’s Executive Order shares president’s reasoning for wanting to lower barriers for including alternative assets in 401(k)s
DOL, Industry Leaders React to Trump’s EO Signing on Private 401(k) Funds
Organizations and firms issued their support for the new executive order expanding access of alternative investments to DC retirement plans
Should 401(k) Plans Offer Annuities and Alternative Investments?
Jeff Briskin of Briskin Consulting questions whether private equity options should be included in retirement plan accounts
Investors Turning to Alts as Confidence in Stock Market Declines
Still, Americans reports continued concerns with alternatives like limited knowledge and potential risk, Alto finds
Cetera Unveils Alternative Investments Allocation Models
The initial set includes six alternative funds with exposure to private equity, private credit, and private real estate investments
Nuveen Acquires Brooklyn Investment Group
Priority in deal for custom multi-asset direct indexing provider will be to speed integration of Nuveen’s alternatives and lifetime income capabilities into tax-advantaged offerings
Alternative Investments See $1.3T Growth Potential
While the investments have a significant growth potential among retail investors, its accessibility comes with challenges, Lansons reports
Schwab Expands Retail Alternative Investment Platform
Survey by the firm shows high net worth clients expect to hold at least 5% of portfolio in alternative investments
2025 Morningstar Conference to Tackle Alternative Investments, Value Creation
Agenda released today for big annual event June 25-26 in Chicago, which also hones in on transformative developments in retirement planning and influence of geopolitical dynamics on investment decisions