Jan 22, 2024

Advisor use of separately-managed accounts as standalone programs and part of unified managed accounts will soon exceed $2 trillion in assets, the research firm found.

Luma And Yieldstreet to Expand Advisor Access to Alternatives

Jan 19, 2024

Yieldstreet has been helping hundreds of thousands of investors get access to a wide range of alternative investments for several years. The deal with Luma is "our first big push into the RIA channel," its CEO says.

Morningstar To Use iCapital to Help Advisors Access Alternatives

Jan 17, 2024

The partnership will incorporate iCapital’s research and tools into Morningstar’s Advisor Workstation to help advisors vet, and invest in, alts from inside the portfolio platform.

Traders Pull $579 Million Out of Grayscale Bitcoin ETF

Jan 17, 2024

It’s a stark difference from the other nine spot Bitcoin ETFs, which have pulled in a total of nearly $1.4 billion.

Can 401(k) Plan Fees Fall to Zero?

Jan 17, 2024

Are you prepared if they do as the convergence of wealth and retirement picks up steam?

10 Investment Must Reads This Week

Jan 16, 2024

After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to...