Wealth management firms made a big push into alternatives in 2022 as a way to diversify portfolios, manage volatility, generate income and protect against inflation, according to several recent industry reports.

The Cynosure Group has tapped third-party alternative platform provider Proteus to make it easier for registered investment advisors to access Cynosure’s private equity strategies.

Direct lending’s status as the must-have private market asset strategy has now firmly spilled over into the expanding retail marketplace due to traditional stock and fixed-income market returns retreating to…

Private credit shops have been scaling up their investment platforms as of late, but little did many of them know that alternative investment-oriented retail platforms have already paved the way…

Proteus, LLC, an Indianapolis-based alternative investment technology firm, is pleased to announce it has been recognized as a 2021 ThinkAdvisor LUMINARY in two categories: Thought Leadership & Education and Deal Making & Growth.

Wealth management distributors have increasingly added model portfolios to their shelves of products over the past year from third-party asset managers.

“It's not a matter of if your clients are going to participate in venture capital, it's a matter of when. And when that happens, are you going to be alongside…

In the nine months since the U.S. Labor Department announced that private equity would be an option within 401(k) plans, platform providers, communicators and investors are still . . .

Teaming up with Callan, Indianapolis-based investment platform Proteus has developed what they believe to be the first set of investible model portfolios and asset class pools for alternative . .…

Charles Schwab has introduced two new, low-cost variable annuities: The Schwab Genesis Variable Annuity, offered directly to Schwab clients, and the Schwab Genesis Advisory Variable Annuity, available through independent RIAs who custody…