alternatives

Advisor Upside

Inside Envestnet’s $1B Bet on Growth with CEO Chris Todd

Photo via Envestnet

After a take-private deal in 2024, the company recently announced a $1 billion spending spree to supercharge growth.

5 min read

Photo by Annie Spratt via Unsplash

Advisor Upside

How Advisors Are Putting Private Markets to Use

Momentum continues among advisors, who are diversifying portfolios beyond public stocks and bonds.

4 min read
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Advisor Upside

Are Model Portfolios Key to Alt Adoption?

Many advisors are unfamiliar with alternatives, like private assets, but model portfolios could be the perfect entryway.

1 min read
Photo by Mathias Reding via Unsplash

Advisor Upside

Advisors and Asset Managers Don’t See Eye-to-Eye on Alts

Asset managers ranked access to alternative investments as advisors’ top interest. Advisors placed it third to last.

2 min read

Advisor Upside

Private Assets in 401(k)s Add Modest Value: Morningstar

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The most significant benefits went to savers with bigger balances and higher contribution rates.

2 min read

Advisor Upside

How Wealthy Women Are Changing the World of Art Investing

Photo by Adam Roye via Unsplash

Women’s average spending on art and antiques was 46% higher than men in 2024, according to UBS data.

2 min read

Photo illustration by Connor Lin / The Daily Upside

Advisor Upside

There Are Now More PE Funds Than McDonald’s Franchises. What’s Behind the Alts Explosion?

Private equity and venture funds now account for roughly 12% of investments in the US.

4 min read
Photo via Joshua Mayo

Advisor Upside

What Will It Take to Actually Get Alts in More Portfolios?

The key to greater acceptance may be using them in more traditional products, like mutual funds and ETFs.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Chris Ryan via iStock

Advisor Upside

Why ‘Throwing Darts’ in Private Markets Isn’t Enough

The opportunities to invest are expanding, but due diligence is key.

4 min read

Advisor Upside

Goldman, T. Rowe Team Up for Public-Private Offerings

Photo by Getty Images via Unsplash

Investing $1 billion in T. Rowe may be more efficient for Goldman than building out its own channel.

2 min read

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