Alternatives

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Real estate isn't an alternative — it's a core investment
INVESTING OPINION FEB 24, 2023
Real estate isn't an alternative — it's a core investment

In 2020, the global real estate market had a value of more than $326 trillion, which is more than the value of all the stocks and bonds in the world.

Private equity pioneer Thomas Lee dies at 78
INVESTING ALTERNATIVES FEB 24, 2023
Private equity pioneer Thomas Lee dies at 78

Lee invested more than $15 billion in hundreds of transactions as of 2020, which included his best-known transaction, the 1992 purchase of Snapple Beverage Corp.

Fintech Bytes: Crypto winter continues
INVESTING ALTERNATIVES FEB 17, 2023
Fintech Bytes: Crypto winter continues

Survey suggests Americans would embrace AI investing; plus news on Facet and Interactive Brokers.

Advisors' worst fears coming into 2023 proving groundless, so far
INVESTING RIAS FEB 17, 2023
Advisors' worst fears coming into 2023 proving groundless, so far

A relatively smoother ride in the financial markets this year should allow advisors and their clients to breathe a sigh of relief.

Former NBA player Paul Pierce to pay $1.4 million in crypto case
INVESTING ALTERNATIVES FEB 17, 2023
Former NBA player Paul Pierce to pay $1.4 million in crypto case

The SEC alleges the longtime Boston Celtic touted a crypto token without disclosing that he was paid to do so.

Crypto investors had their funds frozen. Now they may have to pay taxes
INVESTING ALTERNATIVES FEB 16, 2023
Crypto investors had their funds frozen. Now they may have to pay taxes

Even though investors can't access their accounts with bankrupt crypto lender Celsius Networks, they still owe taxes on the interest income they earned from the accounts last year.

SEC proposes expanding advisor custody rule
INVESTING ALTERNATIVES FEB 15, 2023
SEC proposes expanding advisor custody rule

The agency is considering extending the regulation to cover all assets in a client's portfolio, not just securities and funds.

GOP seeks to open private markets; Democrats might be willing to talk  
INVESTING ALTERNATIVES FEB 08, 2023
GOP seeks to open private markets; Democrats might be willing to talk  

A House subcommittee considers GOP measures that would amend accredited-investor rules. The ranking Democrat said 'fiduciary' advisors could help retail investors become sophisticated vicariously.

Centaurus hit with $1.1 million penalty over structured product sales
INVESTING ALTERNATIVES FEB 08, 2023
Centaurus hit with $1.1 million penalty over structured product sales

The SEC said brokers in the firm's Lexington, South Carolina, branch office recommended variable interest rate structured products to dozens of retail customers for whom they weren't suitable.

All eyes on alts
INVESTING ALTERNATIVES FEB 06, 2023
All eyes on alts

As fixed income weighs down the classic 60/40 portfolio, allocations to alternatives are expected to rise over the next three years.

Alts manager FS Investments doubling size with merger
INVESTING ALTERNATIVES FEB 02, 2023
Alts manager FS Investments doubling size with merger

With the deal for Portfolio Advisors, FS Investments also gets its hands on a private equity fund that targets both wealth management and institutional clients.

Blackstone's BREIT hit monthly redemption limit in January
INVESTING ALTERNATIVES FEB 01, 2023
Blackstone's BREIT hit monthly redemption limit in January

Blackstone Real Estate Income Trust told investors that it fulfilled repurchase requests for 2% of its net asset value.

BNY Mellon, Wall Street firms find the lure of crypto too strong to resist
INVESTING ALTERNATIVES JAN 30, 2023
BNY Mellon, Wall Street firms find the lure of crypto too strong to resist

Despite all that’s gone wrong in the industry, the world’s largest custodian bank and other financial giants are hoping to expand in crypto.

Finra bars ex-UBS broker in Texas who sold phony annuities
INVESTING ALTERNATIVES JAN 30, 2023
Finra bars ex-UBS broker in Texas who sold phony annuities

According to Robert Earl Turner's BrokerCheck profile, UBS has settled six disputes with his customers for close to $12 million.

More advisors are jumping on the bitcoin bandwagon
INVESTING RIAS JAN 27, 2023
More advisors are jumping on the bitcoin bandwagon

With the cryptocurrency's price up 40% so far this year, a new report shows a doggedly bullish outlook among investors and advisors willing to look past extreme volatility.

Wisconsin advisor pulled $1.9 million fraud on clients
INVESTING RIAS JAN 25, 2023
Wisconsin advisor pulled $1.9 million fraud on clients

The advisor, Anthony B. Liddle, 40, was barred from the securities industry last June by the Financial Industry Regulatory Authority Inc.

Does the 60/40 rule need revising given the surge in alts?
INVESTING ALTERNATIVES JAN 25, 2023
Does the 60/40 rule need revising given the surge in alts?

At a panel at FSI OneVoice, one speaker suggested the revised math for portfolios could wind up in the neighborhood of 55% stocks, 35% bonds and 10% alternative investments.

Is the new generation of nontraded REITs really any better than the last?
INVESTING ALTERNATIVES JAN 23, 2023
Is the new generation of nontraded REITs really any better than the last?

Wall Street has revitalized the product, but these REITs face new scrutiny because of an old problem: Investors are demanding liquidity.

Clients increase demands to cash out of REITs; KKR latest to hit limits
INVESTING ALTERNATIVES JAN 20, 2023
Clients increase demands to cash out of REITs; KKR latest to hit limits

The industry, which saw a 27% rise in requests for redemptions of NAV nontraded REIT shares in the fourth quarter, should be ready for continued redemptions at the start of this year, according to investment bank Robert A. Stanger & Co.

Crypto lender Nexo pays $45 million in fines to SEC, states
INVESTING ALTERNATIVES JAN 19, 2023
Crypto lender Nexo pays $45 million in fines to SEC, states

The SEC said Nexo's Earn Interest Product amounted to a security that should have been registered with the agency.