Heron Finance Adds Antares Private Credit Fund to Client Portfolios Heron now offers accredited investors and RIAs exposure to more than a dozen leading private credit funds with over 3,500 loans from all 11 GICS sectors.
Monthly Insights: Heron’s Response to Jamie Dimon’s Private Credit Paradox (July 2025) In our July 2025 Monthly Insights, we let investors and RIAs know why they shouldn't take Jamie Dimon's recent remarks about private credit as the guiding truth.
What Makes Middle Market Loans Attractive for Investors? A Q&A With PGIM Experts from PGIM explain why core middle market direct lending offers an attractive risk-return profile within the broader credit landscape.
Why Private Credit Covenants Matter for Investors: A Q&A With FS Investments In this Q&A with FS Investments, we explore how private credit loan covenants aim to protect investors.
Monthly Insights From Heron: Private Credit Goes Main Street (June 2025) In our June 2025 Monthly Insights, we look at how private credit is becoming more accessible via new investment vehicles — and some of the potential downfalls that retail investors and RIAs should look out for.
Portfolio Diversification Beyond Stocks and Bonds: The Value of Private Credit With global stock and bond markets facing ongoing uncertainty, accredited investors and RIAs are looking to other asset classes to help diversify portfolios and generate reliable income.
The 60/40 is Dead. Long Live the 60/20/20 Learn why investors are moving away from the traditional 60/40 stock-to-bond portfolio, and how they're allocating their investments.