Alternatives

Displaying 3870 results
Annuities are now a big business for PE firms
INVESTING RETIREMENT PLANNING SEP 13, 2021
Annuities are now a big business for PE firms

Private equity firms' insurance companies accounted for more than 40% of all indexed annuity sales industrywide during the second quarter.

iCapital offers digital currency investing via Grayscale
INVESTING ALTERNATIVES SEP 13, 2021
iCapital offers digital currency investing via Grayscale

iCapital’s advisers can access digital currency investments for their clients through a Grayscale diversified market-cap weighted investment.

Tech platforms ease investing in alts
INVESTING ALTERNATIVES SEP 13, 2021
Tech platforms ease investing in alts

Technology is opening up access to alternative investments, often getting around high minimums by combining multiple, smaller investments into a single fund.

Alts may provide the lift 60-40 portfolios need
INVESTING ALTERNATIVES SEP 13, 2021
Alts may provide the lift 60-40 portfolios need

As the traditional blend of stocks and bonds is undermined by persistently low interest rates, advisers are turning to alternative investments to achieve both higher returns and diversification. But alts pose their own challenges.

Coinbase threat demonstrates Gensler's focus on taming crypto
INVESTING ALTERNATIVES SEP 08, 2021
Coinbase threat demonstrates Gensler's focus on taming crypto

The agency has said that it will sue the exchange if Coinbase lets customers earn interest on their digital tokens.

SEC marketing rule causes advisers most compliance concerns
INVESTING RIAS SEP 07, 2021
SEC marketing rule causes advisers most compliance concerns

Even though advisers don’t have to comply with the rule for more than a year, it ranked as the hottest compliance topic, according to a survey; cybersecurity and climate change/ESG were other areas worrying advisers.

SEC charges crypto exchange BitConnect with $2 billion fraud scheme
INVESTING ALTERNATIVES SEP 02, 2021
SEC charges crypto exchange BitConnect with $2 billion fraud scheme

The regulator sued five BitConnect promoters in May for their roles in promoting the scheme by creating testimonials on YouTube, sometimes multiple times a day.

Bain Capital to create ESG hedge fund
INVESTING ALTERNATIVES AUG 24, 2021
Bain Capital to create ESG hedge fund

Long-short strategy launching by October to focus on global consumer, tech, financial and healthcare stocks with $1 billion or more.

Bitcoin mining is an 'existential threat' to crypto
INVESTING ALTERNATIVES AUG 23, 2021
Bitcoin mining is an 'existential threat' to crypto

The process of mining cryptocurrency sops up more energy than entire nations. Lawmakers like Elizabeth Warren, and billionaires like Bill Gates, have recently called attention to the environmental impacts.

RIA makes lowball offer for former Schorsch BDC shares
INVESTING ALTERNATIVES AUG 19, 2021
RIA makes lowball offer for former Schorsch BDC shares

MacKenzie Capital is offering investors of Business Development Corp. of America $2.50 per share compared to its recent value of $7.43.

GOP challenges SEC chief's bid to regulate cryptocurrency
INVESTING ALTERNATIVES AUG 12, 2021
GOP challenges SEC chief's bid to regulate cryptocurrency

Rep. Patrick McHenry, R-N.C., argues that Gensler’s appeal to Congress for jurisdiction over cryptocurrency regulation is a 'power grab.'

Senate vote gives advocates for real estate tax break hope of protecting it
INVESTING ALTERNATIVES AUG 12, 2021
Senate vote gives advocates for real estate tax break hope of protecting it

Lawmakers could decide to limit like-kind property exchanges as a way to pay for Biden administration spending priorities.

Flood of Bitcoin ETF filings  but cooling demand for funds
INVESTING ALTERNATIVES AUG 12, 2021
Flood of Bitcoin ETF filings but cooling demand for funds

Digital asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018.

Hackers return funds from likely record crypto attack
INVESTING ALTERNATIVES AUG 11, 2021
Hackers return funds from likely record crypto attack

After stealing $610 million from a DeFi protocol that lets users swap crypto tokens, the online thieves pledged to give back the money. So far, they've returned about $258 million.

MassMutual indie broker-dealer to offer Bitcoin fund to clients
INVESTING ALTERNATIVES AUG 11, 2021
MassMutual indie broker-dealer to offer Bitcoin fund to clients

MML Investors Services has entered into a placement agent agreement with NYDIG, a provider of technology and investment solutions that focuses on Bitcoin.

Finra targets options trading in latest exam sweep
INVESTING ALTERNATIVES AUG 11, 2021
Finra targets options trading in latest exam sweep

The regulator is probing how brokerages approve and monitor options trading for customers and is requesting information pertaining to self-directed accounts and accounts in which a registered representative made recommendations.

Gensler seeks Warren's help in crypto exchange crackdown
INVESTING ALTERNATIVES AUG 11, 2021
Gensler seeks Warren's help in crypto exchange crackdown

The SEC chairman tells Sen. Warren that lawmakers should give watchdogs clear powers to write rules for exchanges, including DeFi trading venues.

Digital asset proposal puts spotlight on crypto taxes
INVESTING ALTERNATIVES AUG 05, 2021
Digital asset proposal puts spotlight on crypto taxes

The provision, tucked inside a massive infrastructure bill, would require tax reporting for transactions similar to securities. The measure seeks to ensure that details about digital transactions — such as purchase price, gains and losses — are reported to the IRS.

F.L. Putnam acquires Atrato Advisors
INVESTING ALTERNATIVES AUG 05, 2021
F.L. Putnam acquires Atrato Advisors

The purchase of the investment boutique will provide the RIA with expertise in alternatives.

Congress should expand SEC oversight of crypto's 'Wild West': Gensler
INVESTING ALTERNATIVES AUG 03, 2021
Congress should expand SEC oversight of crypto's 'Wild West': Gensler

The Securities and Exchange Commission chairman called on lawmakers to expand the agency's investor protection mandate to include crypto trading and decentralized finance. Cryptocurrency assets are worth roughly $1.6 trillion.