Captive funds are private investment vehicles for select groups like company employees. Discover their unique features, ...

Discover how placement agents raise capital for investment funds, their roles, services offered, and how they negotiate compensation and strategize fundraising efficiently.

A few weeks ago, I argued that picking a winning active mutual fund is harder than it looks, and investors can incur hefty opportunity costs when they get it wrong. In this article, I thought I’d ...

Venture capital (VC) gives advisors and RIA firms a way to diversify client portfolios beyond traditional asset classes such as stocks, bonds, and mutual funds. It targets startups with strong growth ...