Alternatives

Displaying 3870 results
Wealthiest families are stockpiling cash
INVESTING ALTERNATIVES SEP 24, 2019
Wealthiest families are stockpiling cash

Amid recession fears, 42% of family offices around the world are increasing cash reserves.

The case against gold
INVESTING RIAS SEP 23, 2019
The case against gold

Some advisers shun the precious metal, arguing that it's simply a trading vehicle.

Real estate always in style for the rich
INVESTING ALTERNATIVES SEP 20, 2019
Real estate always in style for the rich

Property has advantages beyond diversifying portfolios.

Robert Moore is back. And he's focused on REITs
INVESTING ALTERNATIVES SEP 18, 2019
Robert Moore is back. And he's focused on REITs

Cetera's former CEO launches new fund but he won't be working full-time.

Private-equity firm acquires stake in Mercer Advisors
INVESTING RIAS SEP 17, 2019
Private-equity firm acquires stake in Mercer Advisors

Genstar will remain an investor and partner in Mercer.

Rich families pour wealth into ESG investments
INVESTING ALTERNATIVES SEP 16, 2019
Rich families pour wealth into ESG investments

More family offices are poised to integrate ESG and impact as millennial heirs inherit fortunes

Millennials finally ready to invest sustainably
INVESTING ALTERNATIVES SEP 13, 2019
Millennials finally ready to invest sustainably

The 41% who said they have invested in companies or funds targeting positive social and environmental outcomes is close to the 47% who said they check product packaging to ensure sustainability.

Once again, GPB delays release of audited financial statements
INVESTING ALTERNATIVES SEP 12, 2019
Once again, GPB delays release of audited financial statements

After raising $1.8 billion, GPB fails to deliver information to investors.

How gold could replace bonds as a portfolio diversifier
INVESTING EQUITIES SEP 11, 2019
How gold could replace bonds as a portfolio diversifier

Looking past the precious metal's volatile performance to its lack of correlation with other investments.

Nicholas Schorsch's former flagship REIT settles with investors for $1 billion
INVESTING ALTERNATIVES SEP 09, 2019
Nicholas Schorsch's former flagship REIT settles with investors for $1 billion

Mr. Schorsch's firm, American Realty Capital, will kick in $225 million as part of the settlement.

Advisor Group new bonus program falls short for some advisers
INVESTING ALTERNATIVES SEP 06, 2019
Advisor Group new bonus program falls short for some advisers

Some of the broker-dealer networks 7,000 advisers are underwhelmed by offer.

Time is running out on opportunity zones — but there's limited choice
INVESTING ALTERNATIVES SEP 05, 2019
Time is running out on opportunity zones — but there's limited choice

2026 marks the end of full tax benefits for investors in Opportunity Zones. Find out more about this investment tool, the history behind it, and key aspects to consider.

VanEck, SolidX offer ETF-like Bitcoin product
INVESTING ALTERNATIVES SEP 04, 2019
VanEck, SolidX offer ETF-like Bitcoin product

Shares in the fund will be available only to institutional buyers.

SEC censures, penalizes Utah hybrid $150,000 for improper alts sales
INVESTING ALTERNATIVES SEP 04, 2019
SEC censures, penalizes Utah hybrid $150,000 for improper alts sales

Lefavi Wealth Management acknowledges receiving 7% commissions on top of fees.

$21 billion advisory firm is expanding to Europe
INVESTING RIAS SEP 03, 2019
$21 billion advisory firm is expanding to Europe

New York-based Tiedemann Advisors is partnering with Switzerland's Constantia Partners to target clients in the EU and Middle East.

Opening an IRA just for alternative investments
INVESTING RIAS AUG 30, 2019
Opening an IRA just for alternative investments

Platform leverages the SEC's crowd-funding regulations to give all investors access to alternatives.

Advisor Group acquisition financed by debt rated 'junk' by S&P
INVESTING ALTERNATIVES AUG 23, 2019
Advisor Group acquisition financed by debt rated 'junk' by S&P

High levels of debt could be impacted by declining interest rates, the debt rating firm says.

ESG data getting better as the market matures
INVESTING ALTERNATIVES AUG 21, 2019
ESG data getting better as the market matures

In one indication of how rapidly the market is evolving, S&P Dow Jones launched the S&P 500 ESG Index in January.

Faith-based funds attract loyal investors
INVESTING RIAS AUG 20, 2019
Faith-based funds attract loyal investors

It turns out negative screens aren't necessarily a drag on funds' performance.

Ex-broker in South Florida pleads guilty in Castleberry Financial fraud case
INVESTING ALTERNATIVES AUG 19, 2019
Ex-broker in South Florida pleads guilty in Castleberry Financial fraud case

Meanwhile, another executive charged in same fraud dies in jail awaiting trial.