Alts Move From Margins to Mainstream: Survey

Published on December 15, 2025

Eight in 10 advisors who serve non-accredited investors allocate to alternative investments, CAIS and Mercer find.

       
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Zephyr's Adjusted for Risk: David Albrycht on Fixed Income Strategies for 2026

December 15, 2025
Zephyr's Ryan Nauman and Newfleet Asset Management's David Albrycht look back at the strong bond market performance in 2025, and look ahead to 2026, where David predicts ongoing attractive yields, the importance of sector and issue selection and examines investment opportunities.

Sources: Summit Partners Pursuing Sale of Stake in $20B RWA Wealth Partners

December 15, 2025
Investment firm Summit Partners has hired Raymond James to explore sale options for a stake it acquired in Adviser Investments in 2020, which was later rebranded as RWA Wealth Partners, according to sources.