Morningstar Inc. and iCapital will partner to bring Morningstar Advisor Workstation users smoother access to alternative investments and analytics. The workstation will use iCapital’s analytics to ...

The demand for alternative investments continues to rise, prompting financial advisors to expand the products and strategies available to their clients. However, despite the diversification and ...

In line with the growing appeal of alternative investments and more diversified portfolios, fintech platform iCapital has launched iCapital Marketplace to connect financial advisors to global ...

Fintechs focused on alternative investing have raised over $5 billion in total venture-capital funding over the years, according to Pitchbook data, yet some VCs are not sold on making traditionally ...

On August 7, 2025, President Trump signed an executive order titled “Democratizing Access to Alternative Assets for 401(k) Investors,” which instructs the Department of Labor (DOL) and the Securities ...

Access to alternative investments and private markets has been increasing in recent years, a trend that is expected to continue. Processing Content One of many recent indications of that came last ...

Quick Read 401(k) plans are now permitted to hold private equity, private credit, real estate, infrastructure, and digital ...

Wealth technology provider iCapital has just made alternatives diversification a little easier for advisors who use its platform. The global fintech provider announced that Architect, its portfolio ...

Fiduciary Duties in Selecting Designated Investment Alternatives Introduction We, the undersigned organizations, appreciate the opportunity to comment on the Employee Benefits Security ...

This executive order directs the Department of Labor to reevaluate and clarify its guidance under ERISA regarding fiduciary duties related to including alternative assets in 401(k) retirement plans.