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

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

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

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

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

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

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

Proteus, a registered investment advisor, alternative investments and private funds platform, has added new model portfolios and pooled funds to its platform for RIAs, multi-family

Proteus, a registered investment advisor, alternative investments and private funds platform, has added new model portfolios and pooled funds to its platform for RIAs, multi-family

Proteus, an RIA, alternative investments and private funds platform, has partnered with with Baldwin & Clarke Advisory Services (BCAS), an independent wealth management firm to

The SEC recently tweaked “Accredited Investor” rules. The hope among some wealth managers might be that this eases access to areas such as hedge funds,

Daydream about being rich? Kick yourself for not buying shares of Tesla or Facebook or Zoom or Beyond Meat when they first started selling stock to the

Chicago-based Great Point Capital is now relying on Proteus to provide the firm’s independent investment advisors, broker-dealers and insurance agents with access to alternative asset

When it comes to conducting due diligence on alternative investments, or most investments, too many financial advisers start and stop with the fees. That’s a