CAIS Mercer Survey: Advisors See Alts as Way to Diversify Risk

Published on December 10, 2025

The annual survey also found allocations ticking up and confirmed the growing preference for evergreen funds when investing in private markets.

Continue reading on website
Other news

JPMorgan Seeks to Turn Muni Funds With $840 Million Into ETFs

December 10, 2025
JPMorgan Asset Management is seeking to convert two municipal-bond mutual funds with over $840 million of assets into ETFs in 2026, underscoring the growing popularity of the products.

How to Handle Clients’ Misuse of AI for Estate Planning

December 10, 2025
Educate them about the benefits and risks.