Anya Coverman, president and CEO of the Institute for Portfolio Alternatives, talks about potential policies at the federal and state levels that could stem advisors’ ability to use alternative investments in client portfolios.
Public equities dipped to 29% of the average total assets in family offices surveyed, down from 31% in 2020, according to KKR's Family Capital report.
Model portfolios continue to grow more popular among financial advisors.
Valuations in the private real estate market are finally starting to reflect higher interest rates and tighter debt availability.
Higher borrowing costs, volatile markets and economic uncertainty have made it more difficult for private equity firms to exit their existing investments through sales or initial public offerings.
Expectations were high for the funds since they allow investors to gain exposure to Bitcoin in traditional brokerage accounts instead of through crypto-native startups.