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Rich Hill Cohen & Steers

2025 Outlook Q&A: Active Management Key to Higher CRE Returns 2025 Outlook Q&A: Active Management Key to Higher CRE Returns

Richard Hill, the head of Cohen & Steers real estate strategy, talks about how financial advisors should tackle commercial real estate investment next year.

byElaine Misonzhnik, Senior Editor, Investments

Dec 27, 2024

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1 Min Read

iCapital Network CEO Lawrence Calcano

Alternative Investments

2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption 2025 Outlook Q&A: Model Portfolios, UMAs Are the Next Phase for Alts Adoption

byDavid Bodamer

Dec 25, 2024

1 Min Read

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Wealth Planning

2025 Market Outlook 2025 Market Outlook

Dec 23, 2024

NYSE stock market trader

Five Questions For Financial Markets Heading into 2025 Five Questions For Financial Markets Heading into 2025

Dec 20, 2024

1 Min Read

How Smart High Yield Investments Can Benefit Portfolios How Smart High Yield Investments Can Benefit Portfolios

Dec 20, 2024

1 Min Read

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Industry News & Trends

Our Favorite WealthManagement.com Podcast Episodes of 2024 Our Favorite WealthManagement.com Podcast Episodes of 2024

byWealthManagement.com Staff

Dec 20, 2024

7 Slides

bitcoin markets trading

Lessons from European Crypto ETPs for the U.S. ETF Market

Lessons from European Crypto ETPs for the U.S. ETF Market

Tom Cohn deputy CIO Cerity Partners

Alternative Investments

Cerity Partners Bets on Private Markets for Outsized Growth

Cerity Partners Bets on Private Markets for Outsized Growth

byElaine Misonzhnik, Senior Editor, Investments

dollar financial markets data

With U.S. Equity Markets Pricing in Optimistic Consensus, Income-Generating Assets Look Attractive In 2025

With U.S. Equity Markets Pricing in Optimistic Consensus, Income-Generating Assets Look Attractive In 2025

Adjusted for Risk Zephyr podcast

Alternative Investments

The Best Adjusted for Risk Podcast Moments of 2024

The Best Adjusted for Risk Podcast Moments of 2024

byRyan Nauman, Market Strategist

President-elect Donald Trump New York Stock Exchange opening bell Time Person of the Year

Advisor Sentiment Index: Optimism Spikes After Trump Victory

Advisor Sentiment Index: Optimism Spikes After Trump Victory

byWealthManagement.com Staff

Wealth Management Invest Podcast Robert Collins Partners Group alternative investments

Alternative Investments

Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins

Wealth Management Invest: A Global Perspective on Wealth Investment in Private Markets with Partners Group’s Robert Collins

byDavid Bodamer, Executive Editor, Investments

financial data camera lens

Alternative Investments

Self-Healing Mechanism Provides Opportunity in Consumer and Small Business Loans

Self-Healing Mechanism Provides Opportunity in Consumer and Small Business Loans

byLarry Swedroe, Head of Financial and Economic Research

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Alternative Investments

12 Investment Must Reads for This Week (Dec. 17, 2024)

12 Investment Must Reads for This Week (Dec. 17, 2024)

byWealthManagement.com Staff

Opto Investments CEO Ryan VanGorder

Opto Investments Launches Planner Tool

Opto Investments Launches Planner Tool

byDavis Janowski, Senior Technology Editor, WealthManagement.com

Skyline investing data

Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs

A Favorable 2025 Outlook for REITs

byDavid Bodamer, Executive Editor, Investments

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Cerulli: Advisors Will Use Private Credit ETFs If the SEC Approves Them

Cerulli: Advisors Will Use Private Credit ETFs If the SEC Approves Them

byElaine Misonzhnik, Senior Editor, Investments

State Street Global Advisors NYSE

Investing Strategies

State Street: Use of Model Portfolios Leads to Happier Clients

State Street: Use of Model Portfolios Leads to Happier Clients

byElaine Misonzhnik, Senior Editor, Investments

Alternative Investments

SoFi Potentially Eying HNW Space with Latest Private Fund Options

The funds, including Cosmos, an SPV holding Space X, are available through SoFi’s partnership with Templum.

byElaine Misonzhnik, Senior Editor, Investments

coins in multiple holes

Alternative Investments

11 Investment Must Reads for This Week (Dec. 10, 2024)

11 Investment Must Reads for This Week (Dec. 10, 2024)

byWealthManagement.com Staff

Stephanie Drescher

Ten to Watch in 2025: Stephanie Drescher

Ten to Watch in 2025: Stephanie Drescher

byDavid Bodamer, Executive Editor, Investments

Adjusted for Risk Zephyr podcast

Adjusted for Risk: The Benefits of Alternative ETFs

Adjusted for Risk: The Benefits of Alternative ETFs

byRyan Nauman, Market Strategist

Alternative Investments

Mercer, CAIS Alts Survey Finds Use of Model Portfolios, Evergreen Funds on the Rise

Mercer, CAIS Alts Survey Finds Use of Model Portfolios, Evergreen Funds on the Rise

byDavid Bodamer, Executive Editor, Investments

Christmas Tree New York Stock Exchange investing during holidays

What You Need to Know About Investing During the Holidays

What You Need to Know About Investing During the Holidays

byRyan Nauman, Market Strategist

MFS Investment Management conference room ETFs mutual funds

Mutual Fund Stalwart MFS Takes First Active ETFs Live

Mutual Fund Stalwart MFS Takes First Active ETFs Live

byDiana Britton, Managing Editor

Diamond Podcast for Financial Advisors Steve Brennan Hamilton Lane

Alternative Investments

The Diamond Podcast for Financial Advisors: $940B Hamilton Lane on the Changing Face of Private Markets

The Diamond Podcast for Financial Advisors: $940B Hamilton Lane on the Changing Face of Private Markets

byLouis Diamond, President

bar graph chart dollar signs investing ETF launches

A Summary of the U.S. ETF Launches in November 2024

A Summary of the U.S. ETF Launches in November 2024

byAniket Ullal, CFRA Research, SVP, ETF Research & Analytics

BlackRock

Alternative Investments

Even BlackRock Is Fleeing Public Markets

Even BlackRock Is Fleeing Public Markets

Nasdaq

Dynasty Forges Partnership with Nasdaq Private Market

Dynasty Forges Partnership with Nasdaq Private Market

byDavid Bodamer, Executive Editor, Investments

Alternative Investments

Stonepeak Enters the Wealth Channel with Infrastructure Feeder Fund

Stonepeak Enters the Wealth Channel with Infrastructure Feeder Fund

byElaine Misonzhnik, Senior Editor, Investments

Dhruv Nagrath, director and fixed-income product strategist at BlackRock

Q&A: BlackRock's Dhruv Nagrath on the Outlook for Fixed-Income ETFs

Q&A: BlackRock's Dhruv Nagrath on the Outlook for Fixed-Income ETFs

byDavid Bodamer, Executive Editor, Investments

usa-mexico border

11 Investment Must Reads for This Week (Dec. 3, 2024)

11 Investment Must Reads for This Week (Dec. 3, 2024)

byWealthManagement.com Staff

BlackRock office

Alternative Investments

BlackRock Buys Credit Firm HPS in $12 Billion All-Stock Deal

BlackRock Buys Credit Firm HPS in $12 Billion All-Stock Deal

Dilshod Jumaniyazov, co-founder and CEO of halal fintech platform Musaffa.

Musaffa Wants More Muslims to Invest Ethically

Musaffa Wants More Muslims to Invest Ethically

byElaine Misonzhnik, Senior Editor, Investments

Blackstone Bolsters Private Wealth Leadership

Alternative Investments

Blackstone Bolsters Private Wealth Leadership

Blackstone Bolsters Private Wealth Leadership

byDavid Bodamer, Executive Editor, Investments