Alternatives

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As FTX burns, advisers keep their cool
INVESTING ALTERNATIVES DEC 05, 2022
As FTX burns, advisers keep their cool

Given advisers' questioning of the practical merits of cryptocurrency, it's no wonder so many encouraged their clients to steer clear of crypto as an investment.

Morgan Stanley ordered to pay $11.5 million over covered call strategy
INVESTING ALTERNATIVES DEC 02, 2022
Morgan Stanley ordered to pay $11.5 million over covered call strategy

An investor alleges the firm made unauthorized trades. The Finra arbitration decision comes as the regulator is conducting an exam sweep on options.

Blackstone’s $69 billion real estate fund hits redemption limit
INVESTING ALTERNATIVES DEC 02, 2022
Blackstone’s $69 billion real estate fund hits redemption limit

The firm's announcement that it will limit redemptions from the fund sent its stock falling as much as 10%.

BlackRock's Fink predicts most crypto firms will fold in wake of FTX meltdown
INVESTING ALTERNATIVES NOV 30, 2022
BlackRock's Fink predicts most crypto firms will fold in wake of FTX meltdown

BlackRock was among the financial firms stung by the bankruptcy of the crypto exchange, having invested roughly $24 million in FTX through a fund of funds.

Bitwise files for bitcoin futures ETF despite crypto woes
INVESTING ALTERNATIVES NOV 28, 2022
Bitwise files for bitcoin futures ETF despite crypto woes

The Bitcoin Strategy Optimum Yield ETF would offer managed exposure to bitcoin futures contracts traded on the CME and investments in short-term debt securities.

Alternative investments manager Ballast Rock joins RIA game
INVESTING RIAS NOV 28, 2022
Alternative investments manager Ballast Rock joins RIA game

Ballast Rock Private Wealth will operate independently of Ballast Rock Asset Management, but both firms focus on offering alts to wealthy investors.

Upstart manager seeks to unseat S&P 500 by asking investors for personal data instead of fees
INVESTING EQUITIES NOV 22, 2022
Upstart manager seeks to unseat S&P 500 by asking investors for personal data instead of fees

Delphia's unique business model hopes to drive performance by culling data provided by investors. Skeptics say it might be too clever to succeed.

FTX downfall damaging case for crypto in retirement accounts as Sen. Warren weighs in
INVESTING RETIREMENT PLANNING NOV 22, 2022
FTX downfall damaging case for crypto in retirement accounts as Sen. Warren weighs in

The FTX breakdown is convenient for plan fiduciaries who were struggling with the prudence of permitting crypto within an employer-sponsored retirement plan.

How and where alternative investments are captivating wealth management
INVESTING ALTERNATIVES NOV 21, 2022
How and where alternative investments are captivating wealth management

In a rare moment of symmetry, the suppliers of alternative strategies are seeing increasing demand from financial advisers.

Morgan Stanley's richest clients being offered Tiger Global venture fund
INVESTING ALTERNATIVES NOV 17, 2022
Morgan Stanley's richest clients being offered Tiger Global venture fund

The investment firm has tapped Morgan Stanley's wealth management arm as it seeks to raise $6 billion for its next venture fund.

Schorsch SPAC fails to get off the ground
INVESTING ALTERNATIVES NOV 17, 2022
Schorsch SPAC fails to get off the ground

G&P Acquisition Corp.'s announcement that it will liquidate and redeem its shares because of its inability to launch comes after the NYSE said earlier this month that it was delisting the company's warrants.

Bad old habits die hard for nontraded REITs like Lightstone Group
INVESTING ALTERNATIVES NOV 16, 2022
Bad old habits die hard for nontraded REITs like Lightstone Group

The Lightstone REITs are asking shareholders to strip away their own rights without any clear plan to liquidity or upside, critics say.

Lawmakers, Finra increase scrutiny of cryptocurrency
INVESTING ALTERNATIVES NOV 16, 2022
Lawmakers, Finra increase scrutiny of cryptocurrency

The regulator has launched an exam sweep of brokerages' communications with customers about digital assets, while the House Financial Services Committee plans to hold a hearing on the FTX bankruptcy.

Morgan Stanley rep goes RIA with $5 billion book of business
INVESTING RIAS NOV 16, 2022
Morgan Stanley rep goes RIA with $5 billion book of business

Jim Martin left $4 billion worth of client assets behind when he formed Nordwand Capital, but he says it was all part of the plan.

Crypto space braces for double-edged sword of regulatory oversight in FTX's wake
INVESTING ALTERNATIVES NOV 15, 2022
Crypto space braces for double-edged sword of regulatory oversight in FTX's wake

While some claim more regulatory clarity could have helped prevent an event like the FTX collapse, others argue new rules take time and might not be what investors are hoping for.

Demand for alternative investments points to major portfolio reallocations
INVESTING RIAS NOV 15, 2022
Demand for alternative investments points to major portfolio reallocations

Changing regulations are combining with technology to potentially push $10 trillion into alt strategies by 2030.

GWG chiefs bolt in middle of bankruptcy
INVESTING ALTERNATIVES NOV 14, 2022
GWG chiefs bolt in middle of bankruptcy

Over the past 12 months, the company's shares have fallen from a high of $10.55 to Monday's price of $1.03.

FTX collapse fails to derail investments into crypto funds
INVESTING ALTERNATIVES NOV 14, 2022
FTX collapse fails to derail investments into crypto funds

Crypto bulls see the sell-off as a buying opportunity and distinguish the offshore platform from regulated funds and U.S.-based platforms.

Fintech Bytes: Crypto collapses, Envestnet eyes custody business, SEI adds UMAs
INVESTING ALTERNATIVES NOV 11, 2022
Fintech Bytes: Crypto collapses, Envestnet eyes custody business, SEI adds UMAs

A roundup of the week's top fintech news, including crypto's collapse, Envestnet's custodian plans and SEI adding UMAs.

SEC bars adviser already sentenced to 6 years in prison
INVESTING ALTERNATIVES NOV 11, 2022
SEC bars adviser already sentenced to 6 years in prison

Martin A. Ruiz took $8 million of client money and spent the vast majority of the funds on personal expenses.