Alternatives

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Hello to alternatives in retirement accounts
INVESTING RETIREMENT PLANNING JUN 06, 2022
Hello to alternatives in retirement accounts

Even with the recent recoveries in the stock and bond markets, the classic 60/40 split may be a thing of the past, and some argue alternatives are the future.

Lawsuit seeks to kill DOL guidance on using crypto in 401(k)s
INVESTING RETIREMENT PLANNING JUN 03, 2022
Lawsuit seeks to kill DOL guidance on using crypto in 401(k)s

ForUsAll, a 401(k) provider that specializes in alternative investments, alleges that Labor exceeded its authority by trying to institute an effective ban.

Ex-broker who stole from pension plan gets 6½-year sentence
INVESTING RETIREMENT PLANNING JUN 03, 2022
Ex-broker who stole from pension plan gets 6½-year sentence

John Sherman Jumper, a 17-year veteran of the securities industry, was based in Memphis, Tennessee.

Blackstone keeps eye on retail, Morgan Stanley open to more deals: Execs
INVESTING ALTERNATIVES JUN 02, 2022
Blackstone keeps eye on retail, Morgan Stanley open to more deals: Execs

Blackstone's CEO says the firm sees a 'huge' opportunity with retail investors and advisers, while a Morgan Stanley executive talked about recent and potential acquisitions.

Advisers' ESG use could be at tipping point: Survey
INVESTING ALTERNATIVES JUN 01, 2022
Advisers' ESG use could be at tipping point: Survey

A Financial Planning Association survey finds rising rates of advisers planning to increase and decrease ESG use this year.

Barred broker latest to be focus of a GWG bond complaint
INVESTING ALTERNATIVES MAY 31, 2022
Barred broker latest to be focus of a GWG bond complaint

Marc Korsch, who was booted from the securities industry last year, has a staggering 33 disclosure items on his BrokerCheck report.

Franklin Templeton buying Alcentra in European credit push
INVESTING ALTERNATIVES MAY 31, 2022
Franklin Templeton buying Alcentra in European credit push

The deal for Bank of New York Mellon's European credit and debt subsidiary expands Franklin Templeton's access to alternative investments.

After latest deal, Advisor Group debt is stable but still 'highly speculative': Fitch
INVESTING ALTERNATIVES MAY 27, 2022
After latest deal, Advisor Group debt is stable but still 'highly speculative': Fitch

Fitch Ratings noted that the rating affirmation reflected Advisor Group's "improving scale as one of the largest independent financial advisers in the U.S."

Alto CEO's IRA advice: Forget 60/40 and add alternatives
INVESTING RETIREMENT PLANNING MAY 26, 2022
Alto CEO's IRA advice: Forget 60/40 and add alternatives

Eric Satz, founder and CEO of Alto, says investors need to add alternatives to their retirement accounts, especially in the wake of the market’s carnage.

Avoiding dividend yields that look too good to be true
INVESTING EQUITIES MAY 26, 2022
Avoiding dividend yields that look too good to be true

Russia funds yielding between 300% and 3,000% represent the ultimate value trap. A better bet would be funds offering much lower yields.

Hedge funds brace for $20 billion of redemptions, Citco says
INVESTING ALTERNATIVES MAY 25, 2022
Hedge funds brace for $20 billion of redemptions, Citco says

Only 40% of hedge funds globally made money in the first quarter, compared with 61% in the previous three months.

Crypto libertarians are learning the reason for regulations
INVESTING ALTERNATIVES MAY 24, 2022
Crypto libertarians are learning the reason for regulations

As digital assets sell off, some crypto industry leaders are realizing that government rules aren't such an evil thing after all.

Lead broker-dealer seller of GWG bonds reports potential trouble
INVESTING ALTERNATIVES MAY 23, 2022
Lead broker-dealer seller of GWG bonds reports potential trouble

In its annual audited financial statement, Emerson Equity reported that problems related to an unnamed offering potentially could harm the firm.

Recession threat takes center stage
INVESTING RIAS MAY 23, 2022
Recession threat takes center stage

Financial advisers scramble to keep clients on track as markets drive lower, inflation climbs and an economic slowdown seems unavoidable.

Morgan Stanley's Parametric moves the wirehouse into ETF management
INVESTING RIAS MAY 20, 2022
Morgan Stanley's Parametric moves the wirehouse into ETF management

Two filings show that Parametric is moving beyond its current focus on separate accounts and direct indexing to subadvise strategies for Innovator ETFs.

DOL continues to have qualms about Fidelity’s crypto 401(k) product
INVESTING RETIREMENT PLANNING MAY 19, 2022
DOL continues to have qualms about Fidelity’s crypto 401(k) product

DOL acting assistant secretary Ali Khawar isn't reassured by the consumer safeguards included in Fidelity's Bitcoin offering for retirement plans.

Strategists see lower returns as economy mirrors 1970s
INVESTING ALTERNATIVES MAY 19, 2022
Strategists see lower returns as economy mirrors 1970s

Mohamed El-Erian and Niall Ferguson are seeing echoes of the 1970s in today's market. Will the '70s strategies work in the 2020s?

Big GPB fund reports — finally — and posts revenue and income growth
INVESTING ALTERNATIVES MAY 18, 2022
Big GPB fund reports — finally — and posts revenue and income growth

After the partnership missed its deadline to file audited financial statements in 2018 for its two largest private funds, the entire GPB enterprise struggled.

Broker-dealers face risks aplenty, regulators warn
INVESTING ALTERNATIVES MAY 17, 2022
Broker-dealers face risks aplenty, regulators warn

Firms should be watching out for employees chatting on WhatsApp, as well as brokers in need of heightened supervision and complex products being sold to retail customers.

Strong returns for alternatives attract flows, but advisers should tread carefully
INVESTING ALTERNATIVES MAY 17, 2022
Strong returns for alternatives attract flows, but advisers should tread carefully

The point of investing in alts is to adjust the risk weighting in a portfolio, so advisers need to identify the risk they're seeking to address, said panelists at the Morningstar Investment Conference.