Alternatives

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Nonfungible tokens held in IRAs can trigger big tax hit
INVESTING RETIREMENT PLANNING MAY 01, 2023
Nonfungible tokens held in IRAs can trigger big tax hit

If clients are holding NFTs in their individual retirement accounts, review them to see which tokens are acceptable assets and which may be deemed a collectible under IRS guidance.

Gary Gensler has his game face on
INVESTING ALTERNATIVES MAY 01, 2023
Gary Gensler has his game face on

With cheerleaders on the left and critics on the right, the chair of the Securities and Exchange Commission stays focused on what matters.

Asset managers hash out the future of the 60/40 portfolio
INVESTING EQUITIES APR 27, 2023
Asset managers hash out the future of the 60/40 portfolio

For a lot of investors, moving beyond the classic allocation of 60% stocks and 40% bonds will mean a bigger allocation to alternatives and other active strategies.

House committee OKs bills expanding pool of sophisticated investors
INVESTING ALTERNATIVES APR 26, 2023
House committee OKs bills expanding pool of sophisticated investors

The legislation would amend the definition of accredited investor to include people who have certain licenses, education or experience.

Advisors want to use alternatives. Here are 3 reasons they aren't
INVESTING OPINION APR 26, 2023
Advisors want to use alternatives. Here are 3 reasons they aren't

The investments may fit the times, but lack of choice and transparency, and liability fears help explain why some are dissatisfied with the offerings.

iCapital launches structured investments offering on Envestnet
INVESTING TAMPS APR 25, 2023
iCapital launches structured investments offering on Envestnet

The integration provides advisors with proposal generation tools, analytical features, trading workflows and the ability to integrate data on structured investments into client reports.

Advisors seen as crucial as financial crisis fears mount, Nationwide says
INVESTING ALTERNATIVES APR 21, 2023
Advisors seen as crucial as financial crisis fears mount, Nationwide says

According to Nationwide’s eighth annual Advisor Authority survey, four in 10 investors believe that the US is already in a financial crisis and three in 10 believe the U.S. is approaching one.

Financial advisors wave the caution flag in client portfolios
INVESTING RIAS APR 20, 2023
Financial advisors wave the caution flag in client portfolios

Fidelity research shows a trend toward de-risking and an increased focus on diversification in the portfolios advisors build for their clients.

Lawmakers press Gensler over climate, crypto and rulemaking pace
INVESTING ALTERNATIVES APR 18, 2023
Lawmakers press Gensler over climate, crypto and rulemaking pace

Republicans on the House Financial Services Committee questioned the SEC leader about the roughly 50 rules the agency has proposed over the past two years.

Advisor Group RIAs add alts, and fresh conflict, to platform
INVESTING ALTERNATIVES APR 17, 2023
Advisor Group RIAs add alts, and fresh conflict, to platform

The agreement between Advisor Group and CAIS on sales of alternative investments, and the revenue such sales would generate, is the crux of the matter.

Advisors expect more crypto problems after FTX meltdown
INVESTING ALTERNATIVES APR 13, 2023
Advisors expect more crypto problems after FTX meltdown

Most advisors are avoiding recommending cryptocurrencies to their clients, a CoreData Research survey found.

Financial advisors are jumping on the bull market bandwagon
INVESTING RIAS APR 11, 2023
Financial advisors are jumping on the bull market bandwagon

As some of the worst performers of 2022 rebound in the first quarter, the outlook for the financial markets looks rosy.

Client wasn’t lovin’ it:  Wells Fargo loses arbitration case over McDonald’s stock
INVESTING ALTERNATIVES APR 10, 2023
Client wasn’t lovin’ it:  Wells Fargo loses arbitration case over McDonald’s stock

Finra arbitrators order the firm and a broker to pay about $500,000 to a former McDonald's franchise owner after an options trading snafu.

The 5-minute rule for evaluating alternative investments
INVESTING OPINION APR 10, 2023
The 5-minute rule for evaluating alternative investments

Advisors evaluating alts for their clients should focus on what clients want to achieve as part of a well-diversified portfolio and understand their clients' cash flow requirements.

Potential investor claims go through the roof at Berthel Fisher
INVESTING ALTERNATIVES APR 03, 2023
Potential investor claims go through the roof at Berthel Fisher

Open claims against the Iowa-based broker-dealer totaled $32.1 million at the end of 2022, eight times what it reported a year earlier, according to an SEC filing.

Blockchain dividend distributions emerge as latest threat to traditional finance
INVESTING ALTERNATIVES APR 03, 2023
Blockchain dividend distributions emerge as latest threat to traditional finance

Crypto experts say distributions via blockchain technology will soon be commonplace.

Blackstone’s BREIT sees $4.5 billion of withdrawal requests in March
INVESTING ALTERNATIVES APR 03, 2023
Blackstone’s BREIT sees $4.5 billion of withdrawal requests in March

The real estate trust, which has limited redemptions for a fifth straight month, had already hit 2% monthly limits in January and February.

How financial advisors can capitalize on the metaverse
INVESTING OPINION MAR 21, 2023
How financial advisors can capitalize on the metaverse

Here are a few steps to consider before embarking on large-scale investments in the virtual landscape.

Answering the ancient question: Does gold fight inflation or not?
INVESTING ALTERNATIVES MAR 20, 2023
Answering the ancient question: Does gold fight inflation or not?

With inflation at a 40-year high, here’s how advisors view gold as a hedge compared to TIPS, crypto and other shiny metals.

Bitcoin enjoys 32% rally in wake of banking crisis
INVESTING RIAS MAR 17, 2023
Bitcoin enjoys 32% rally in wake of banking crisis

As crypto takes center stage, the Digital Asset Council of Financial Professionals announces it's rolling out an expanded version of its certification for blockchain and digital assets.