The program has attracted significant inflows from individual investors looking for tax benefits. A contentious Congress might jeopardize its extension.

The IMF raised red flags about the growing private credit market. Blackrock’s bitcoin ETF now has almost $18 billion in assets, putting it in the top 3% of all ETFs ever launched. These are among the investment must reads we found this week for...

Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets.

Meanwhile, REITs posted positive total returns in March and are down slightly year-to-date.

Historically, the real estate investment manager relied on independent broker/dealers to reach private wealth. It wants to diversify both its distribution and its investment offerings.

After accounting for additional risks and fees, the asset class delivers virtually no extra return to investors, according to a study released by the National Bureau of Economic Research.

The firm, which already works with individual investors, wants to build relationships across private wealth distribution channels.

Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform. Some asset managers are raising the alarm on the booming private credit market, reports FundFire. These are...

The acquisition expands iCapital’s data management and reporting capabilities.