Nearly $3 million in seed funding for improvements at Alto, a platform that facilitates investments in alts via IRAs, illustrates the growing interest in alternative investments.
Following enthusiastic crypto-centered talks at several advisor conferences, Edelman is forming a group tasked with educating RIAs on blockchain and cryptoassets.
The push to make an RIA-friendly, more transparent annuity is on, as insurers and distribution companies grapple with rewriting the investment and compensation models for longevity protection.
In recent history, AGFiQ, Barclays iShares and Invesco have been among the top exchange-traded product issuers for diversifying a client’s portfolio, which may help soften the blow of equities’ volatile drawdowns.