Practice Management

August 6, 2026

As Alternatives Become Mainstream, Advisors Face a New Scaling Challenge

As alternatives become a larger part of client portfolios, advisors are confronting challenges that extend well beyond selecting individual funds.

July 30, 2026

Interval Funds Continue to Reshape Retail Alternative Investing

As interval funds continue to attract new assets and sponsors, advisors are taking a closer look at what is driving the growth—and what investors should understand before allocating capital.

July 14, 2026

Advisor Survey Reinforces Growing Demand for Alternative Investments

95% of Advisors Now Use Alternative Investments, Survey Finds

August 4, 2025

KKR Announces Offering of Senior Notes

KKR intends to use the net proceeds from the sale of the notes for repurchase and refinancing of existing indebtedness of its subsidiary, KKR Financial Holdings LLC.

July 17, 2025

StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President

Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square.

June 24, 2025

PGIM to merge public/private credit units into $1tn platform

The reorganization comes under the direction of PGIM's new CEO Jacques Chappuis.

January 30, 2025

Five Questions with Erin Botsford: Allocating to Alts

"Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky." — Erin Botsford

July 31, 2024

The Benefits of Substack as a Publishing Platform for Advisors

John Kador | WealthManagement.com Like clockwork, every Wednesday morning, Russ Thornton, an Atlanta-based advisor who specializes in helping women with retirement planning, publishes a financial newsletter called “Wealthcare for Women” on Substack. Substack is an online platform that makes it easy for authors to efficiently publish and distribute digital newsletters at no cost (as Thornton…

January 10, 2024

Are Alts a Good Strategy for My Client? Find Out at Alts Summit 2024!

Talking to industry experts, up close and personal, is one of the best reasons to attend the Alts Summit, especially for advisors who are new to the industry.