"In the interval fund valley of death, it is common for interval fund sponsors to waive fees as an incentive for large seed investors to come into the fund," [Kimberly Flynn] wrote.

To complement portfolios, advisors are adding exposure to alternatives through funds focused on specific strategies, preferring niche over multi-strategy funds, industry observers said.

YCharts’ latest guide, How Do Presidential Elections Impact The Market? answers the most commonly asked questions that financial advisors hear from clients during an election year.

Canadians lack a universal level of financial literacy. A study of middle-income Canadians by Primerica recently found that 68 per cent of Canadians feel their education did not prepare them to manage finances in adulthood.

A US appellate court has thrown out an SEC rule that required higher transparency from private funds. 

Morningstar DBRS confirms the Long-Term Issuer Rating and Long-Term Senior Debt rating of Apollo Debt Solutions BDC (ADS or the Company) at BBB (low).

I expect banks to actively decrease their commercial real estate exposure, resulting in a scarcity of debt capital, which is unlikely to change meaningfully for the next few years.

Alternative investments is a top priority for 49% of North American family offices, while 34% are planning to increase allocations to private credit.

Office leasing volume in Manhattan retreated to 6.8M SF in Q1, down from the hefty 8.9M SF reported in the previous quarter.