Inattentive use of these products risks exposing clients to losses and missed returns.

Investing in venture capital funds targeting tech start-ups carries high risks and requires a tolerance for decades of illiquidity. But all it takes is one outperforming company to make it worth it.

Structured notes can serve as a multi-tool to target various investment objectives.

Advisors that custody with Altruist get access as a feature of the platform, but non-Altruist advisors can join and use it as a standalone product as well.

It could lead to lower equity returns for Investors.

Non-traded alternative funds have raised nearly $17 billion so far in 2024, according to the latest data from Robert A. Stanger. Some hedge fund managers are looking to launch ETFs amid a boom in actively-managed funds, reports ETF Stream. These...