Articles tagged "ALTS"
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Trump Labor Secretary 'applauds' Trump and his executive order to put 'alts' in 401(k)s, but president is overstepping Congress, fiduciary expert says
The DOL says it is being directed to loosen up fiduciaries to apply best judgment when selecting investments without fear of legal ramifications.
August 8, 2025 at 4:36 AM
iCapital expands New York City office space for fifth time by a whopping 79,000-square-feet in historic tower, after 2024 M&A spree and LPL deal
The alts platform for Schwab, Fidelity, LPL and Envestnet and others commits to 16-year lease, takes office space to 219,000-sq-ft-plus -- and signals long-term confidence.
February 26, 2025 at 4:00 AM
CAIS memo about fee cuts raises hackles by citing other industry players' responsibilities for 'democratization' of alternative investments
Matt Brown, CEO of alts platform, promises to bring feeder-fund access fees down to five basis points in some cases -- but needs broader help.
July 2, 2024 at 11:26 PM
Charles Schwab & Co. makes iCapital its exclusive alts partner as Rick Wurster tells Wall Street that in 2024 his firm will roll out alternative investments to high rollers
The $9T brokerage soft-announced that the long-term project is coming to fruition but RIA clients are excluded, for now
May 29, 2024 at 3:43 AM
Now come the robo-alts firms -- a full flock of 'em as unwavering as the robo-advisors
ALTS, DarcMatter, Crystal Capital Partners, Aequitas Capital, CAIS, iCapital, HedgeCoVest are out to create a market -- not quite as dirt cheaply as classic robo-advisors
