Alternative Investments

Through mutual funds, ETFs, target date funds and direct stock ownership, 168 million Americans have exposure to publicly traded REITs.

T. Rowe's private credit fund, dubbed OCREDIT, launched in October.

The adoption of model portfolios hasn’t become as widespread as the industry expected when they came on the market.

The next three months will prove critical in figuring out which of the new funds will be made available to the company’s clients, says LPL's Rob Pettman.

The investment manager has grouped its private credit, real estate equity and debt, private equity and other strategies under the PGIM Private Alternatives banner with plans to grow its menu of investments further.

The ETF is an attempt to ride the wave of the so-called Magnificent 7 tech stocks in a covered call ETF, which offers investors some tax benefits, but limits flexibility and upside, according to industry pros.

Canter will support RIA outreach for the digital alternative investments platform.

The secular shift from mutual funds to ETFs, including through conversions, shows no signs of letting up in 2024, according to FINSUM. Asset managers that historically catered to institutions continue to roll out new products aimed at advisors...