Direct indexing adoption accelerates as advisors target tax efficiency, personalization, and high-net-worth customization, ...

Lightstone is not new to real estate. The firm has been developing, owning, and operating property since 1986. The innovation is in the delivery model. Lightstone DIRECT is making this institutional ...

Last year, money in passive funds surpassed the assets in active funds. Many financial advisors might view this as confirming what they have long recognized—there’s a place for passive strategies ...

CAPTRUST Financial Advisors, the largest RIA firm by assets in Financial Advisor’s 2024 ranking, has announced a partnership with Eaglebrook Advisors, a crypto investment platform, to give advisors ...

Neuberger Berman has introduced a tax-managed long-short equity strategy within its Custom Direct Investing platform, expanding the options available to wealth managers serving high-net-worth clients.

Joel O’Leary is a full-time Personal Finance Writer at Motley Fool Money, covering credit cards, bank accounts, investing, mortgages, and other personal finance topics. Joel has been writing about ...

An expanding array of evergreen funds now aims to deliver continuous private equity exposure with lower barriers to entry. But not all approaches are created equal. We believe direct investments offer ...

SANTIAGO (Reuters) -Foreign direct investment (FDI) in Latin America grew by 7.1% in 2024 to $188.96 billion, but new investment interest has stagnated, the Economic Commission for Latin America and ...

A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight ...