Investment

Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A. Stanger. Retail investor activity helped drive the crypto market rally in January, says JP Morgan. These are among the investment must reads we found...

Investors are never completely sure what they’ve made until a fund has fully repaid all capital.

The funds approved by the $30 billion RIA platform include those from Fidelity, BlackRock, Bitwise and Franklin Templeton.

Brian Andrew, the recently appointed chief investment officer at Merit Financial Advisors, provides a peek inside the $10 billion RIA’s model portfolio.

Investors tend to appreciate private credit for delivering current income and lower volatility. In a world of higher interest rates, it also gives them the opportunity to achieve higher yields.