Alternatives

Displaying 3882 results
Bitcoin drops 50% in epic two-day tumble
INVESTING ALTERNATIVES MAR 13, 2020
Bitcoin drops 50% in epic two-day tumble

The price of the digital currency continued to swing wildly, undercutting claims that it can serve as a safe haven

Is Bitcoin a safe bet during market sell-offs?
INVESTING ALTERNATIVES MAR 11, 2020
Is Bitcoin a safe bet during market sell-offs?

Despite claims the digital currency can act as a haven in down markets, cryptocurrency investments have tanked in recent weeks

Legal woes mount for Advisor Group broker-dealer that sold GPB funds
INVESTING ALTERNATIVES MAR 11, 2020
Legal woes mount for Advisor Group broker-dealer that sold GPB funds

Triad Advisors reported three new investor claims related to the sale of the private placements

SEC freezes adviser's assets over alleged $39 million fraud
INVESTING ALTERNATIVES MAR 11, 2020
SEC freezes adviser's assets over alleged $39 million fraud

The investment adviser sold unregistered securities to at least 30 investors, according to the complaint

Private equity firm takes stake in Beacon Pointe
INVESTING RIAS MAR 09, 2020
Private equity firm takes stake in Beacon Pointe

The RIA also announced the acquisition of Ferrell Wealth Management

Private equity may not be right for HNW clients
INVESTING OPINION MAR 06, 2020
Private equity may not be right for HNW clients

Most high-net-worth individuals would be better off investing in small-cap securities via mutual funds and ETFs

Gold dips, dampening 'safe haven' from stocks
INVESTING ALTERNATIVES FEB 28, 2020
Gold dips, dampening 'safe haven' from stocks

Prices fell about 4% Friday, though analysts said there's still an investment case for the yellow metal

Advisers to wealthy clients: Buy equities after plunge
INVESTING EQUITIES FEB 28, 2020
Advisers to wealthy clients: Buy equities after plunge

Major indexes have dropped more than 10% since markets opened Monday

Actor Steven Seagal under siege by SEC for promoting crypto offering
INVESTING ALTERNATIVES FEB 27, 2020
Actor Steven Seagal under siege by SEC for promoting crypto offering

The regulator says Seagal failed to disclose that he was paid for touting B2G's initial coin offering

Intel 401(k) ruling could bolster some class actions
INVESTING RETIREMENT PLANNING FEB 26, 2020
Intel 401(k) ruling could bolster some class actions

The Supreme Court decision makes it harder for fiduciaries to cite a three-year window to have ERISA claims dismissed

'Don't run to gold' and other advice for pandemic volatility
INVESTING RIAS FEB 25, 2020
'Don't run to gold' and other advice for pandemic volatility

After two days of stock market drops, some clients are worried

Advisers are slow to act on alternative investments
INVESTING ALTERNATIVES FEB 25, 2020
Advisers are slow to act on alternative investments

Impediments to tapping alternative markets include client concerns about fees and liquidity

GPB's legal woes mount with fresh lawsuit from Volkswagen
INVESTING ALTERNATIVES FEB 19, 2020
GPB's legal woes mount with fresh lawsuit from Volkswagen

At the center of the complaint is a dispute about which side controls three auto dealerships: GPB or Volkswagen

Retirement plan adviser M&A market poised to explode
INVESTING RETIREMENT PLANNING FEB 19, 2020
Retirement plan adviser M&A market poised to explode

The mergers and acquisitions boom in the plan adviser market is only just beginning

Ric Edelman makes the case for Bitcoin at T3
INVESTING ALTERNATIVES FEB 18, 2020
Ric Edelman makes the case for Bitcoin at T3

Despite Edelman's enthusiasm, his firm does not recommend digital assets to its clients

BlackRock to co-manage high-yielding alternative income fund
INVESTING ALTERNATIVES FEB 18, 2020
BlackRock to co-manage high-yielding alternative income fund

YieldStreet Prism Fund gives individual investors direct access to BlackRock's institutional expertise

SEC calls out ‘egregious’ acts of barred executive
INVESTING ALTERNATIVES FEB 14, 2020
SEC calls out ‘egregious’ acts of barred executive

Kimberly Springsteen-Abbott misused investor money, according to the commission's review of her barring by Finra

Brokers must act in best interests of sophisticated investors, SEC says
INVESTING ALTERNATIVES FEB 13, 2020
Brokers must act in best interests of sophisticated investors, SEC says

The latest update to Reg BI frequently asked questions asserts that the rule applies to high-net-worth customers

GPB fails to deliver tax documents to private placement investors
INVESTING ALTERNATIVES FEB 10, 2020
GPB fails to deliver tax documents to private placement investors

Schedule K-1 forms won't arrive in time for tax season for investors in GPB Automotive Portfolio, one of the company's two largest funds

Private equity firm takes stake in $50 billion Creative Planning
INVESTING RIAS FEB 07, 2020
Private equity firm takes stake in $50 billion Creative Planning

General Atlantic is becoming a minority owner as Creative Planning continues to expand