Alternatives

Displaying 3870 results
Retail investors cautiously getting back into crypto
INVESTING ALTERNATIVES FEB 19, 2024
Retail investors cautiously getting back into crypto

But web searches for the word 'bitcoin' have fallen back to bear-market levels, after spiking in the first half of January as bitcoin ETFs debuted.

FusionIQ partnership broadens regulated crypto access for advisors
INVESTING ALTERNATIVES FEB 16, 2024
FusionIQ partnership broadens regulated crypto access for advisors

The collaboration with Anchorage Digital, home to the only federally regulated digital asset bank, will give advisors a single platform offering digital assets along with traditional investments.

Ex-Osaic veteran advisor barred by Finra
INVESTING ALTERNATIVES FEB 15, 2024
Ex-Osaic veteran advisor barred by Finra

'A lawyer may tell an advisor like this, there's no upside in responding to Finra, just leave the industry,' says a senior brokerage executive.

Alt managers’ push to advisors hits resistance at some B-Ds
INVESTING ALTERNATIVES FEB 14, 2024
Alt managers’ push to advisors hits resistance at some B-Ds

‘When I got here in 2016, I had no idea who the alternative investment sponsors were,’ says Jamie Price of Osaic.

iCapital expand advisors’ access to alternatives platform
INVESTING ALTERNATIVES FEB 14, 2024
iCapital expand advisors’ access to alternatives platform

Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.

Alts winning out as family offices evolve their strategies
INVESTING ALTERNATIVES FEB 13, 2024
Alts winning out as family offices evolve their strategies

A KKR survey of CIOs reveals increasing portfolio allocations to private credit, infrastructure, and private equity.

Morningstar Wealth strengthens its SMA shelf
INVESTING ALTERNATIVES FEB 13, 2024
Morningstar Wealth strengthens its SMA shelf

Advisors on the platform now have more options and flexibility to build customized portfolios for clients.

The case for ‘retailization’ of alts is getting stronger: BNY Mellon
INVESTING ALTERNATIVES FEB 12, 2024
The case for ‘retailization’ of alts is getting stronger: BNY Mellon

Stronger performance, growing life expectancies, and easing regulatory barriers are among the trends supporting increased adoption of alternatives.

Bitcoin above $46K as ETF inflows endure
INVESTING ALTERNATIVES FEB 09, 2024
Bitcoin above $46K as ETF inflows endure

The curious 'halving' event in April is also starting to impact value.

KKR sees 'trillions' of retail investor dollars moving to alts
INVESTING ALTERNATIVES FEB 07, 2024
KKR sees 'trillions' of retail investor dollars moving to alts

'Mass affluent individual investors historically have not had an easy way to access these types of products and strategies,' senior KKR executive says.

After SEC OK, US bitcoin ETFs saw $30B in new money ‘almost overnight’
INVESTING ALTERNATIVES FEB 05, 2024
After SEC OK, US bitcoin ETFs saw $30B in new money ‘almost overnight’

Report reveals inflows that were extremely positive, but still ‘underwhelming’ compared with the Canadian experience.

Baby boomers the next frontier in booming bitcoin ETF space
INVESTING ALTERNATIVES FEB 04, 2024
Baby boomers the next frontier in booming bitcoin ETF space

ETF firms stage an advertising offensive in the race for differentiation

LPL’s gatekeeper wary of bitcoin-ETF hype
INVESTING ALTERNATIVES FEB 04, 2024
LPL’s gatekeeper wary of bitcoin-ETF hype

The firm's head of wealth management solutions plans to assess the new funds' first three months of trading before deciding which to make available on its trading platforms.

David Canter joins CAIS as strategic advisor
INVESTING ALTERNATIVES FEB 02, 2024
David Canter joins CAIS as strategic advisor

Alternative investments platform reaffirms support for RIAs as it taps industry veteran.

LPL's Bill Dwyer is back, and he's pitching AI
INVESTING TECHNOLOGY FEB 01, 2024
LPL's Bill Dwyer is back, and he's pitching AI

'Bill Dwyer is a terrific senior executive and leader, and I can’t wait to see what he does here,' says another executive.

State regulators oppose bill to allow private markets access through advisors
INVESTING ALTERNATIVES JAN 31, 2024
State regulators oppose bill to allow private markets access through advisors

This idea may result in investors paying higher fees without requisite returns, argues state regulator.

Another trough coming in 2024 for boom-and-bust non-traded REITs
INVESTING ALTERNATIVES JAN 31, 2024
Another trough coming in 2024 for boom-and-bust non-traded REITs

Non-traded real estate investment trusts face a well-documented set of challenges, including sharply rising interest rates and headlines about half-empty office buildings.

'We’re scrambling to figure out spot-bitcoin ETFs,' says industry exec
INVESTING ALTERNATIVES JAN 30, 2024
'We’re scrambling to figure out spot-bitcoin ETFs,' says industry exec

Many broker-dealers still have plenty of work to do regarding new product.

Bitcoin ETFs in 401(k)s a useful diversifier, proponents say
INVESTING RETIREMENT PLANNING JAN 30, 2024
Bitcoin ETFs in 401(k)s a useful diversifier, proponents say

Such ETFs could become a small component of target-date funds.

Giant conflicts alleged involving a former advisor
INVESTING ALTERNATIVES JAN 30, 2024
Giant conflicts alleged involving a former advisor

'I worked my whole life trying to save for now, and I can't retire,' says Galia Meiri, one of the advisor's clients.