alternatives

Advisor Upside

AllianceBernstein, Brookfield, Carlyle Latest Alts Managers to Partner on Private Fund for 401(k)s

Photo via Richard B. Levine/Newscom

The initiative is just the latest in the alternative space as asset managers, record keepers, and even politicians do all they can to introduce the public to private markets.

2 min read

Photo by boris misevic via Unsplash

ETF Upside

Investors Hungry for Private Markets in Their ETFs

Global investors are itching for access to unicorns in the convenient ETF wrapper.

2 min read
Photo by The White House via Public Domain Mark 1.0

Advisor Upside

What Trump’s Executive Order Means for Alts in 401(k)s

Some praised the move while others said alts in employee-sponsored retirement plans conflict with fiduciary standards and can harm clients.

7 min watch
Photo by Dannie Jing via Unsplash

Advisor Upside

Art Might Be Beautiful, but Where Does it Fit in Portfolios?

Just like sports memorabilia and Pokémon cards, art is a risky venture that most clients probably shouldn’t touch.

1 min read

Advisor Upside

What iCapital’s $820M Funding Means for Private Markets

Photo via imageBROKER/Timon Schneider/Newscom

The firm said the funding will go toward acquisitions and tech innovation.

2 min read

ETF Upside

Alt-Rock Generation Vibes With Alternative ETFs

Photo by Cj via Unsplash

Millennials and advisors are leaning into nontraditional investments that help diversify their portfolios.

2 min read

Alternatives

Collectibles are Fun but Risky Investments

Photo illustration by Connor Lin / The Daily Upside, Photo by Richard Darko via iStock

A portfolio doesn’t have to be just stocks and bonds. You can add something a little more fun, say your favorite vintage baseball cards.

4 min read

Photo by Lucky Photographer via iStock

Advisor Upside

Wall Street Bonuses Surge for First Time Since 2021

The past two years haven’t been too kind to Wall Street comp plans, but that might be changing as bonuses make a comeback.

2 min read

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