Alternatives

Displaying 3882 results
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.

IRS sends second round of warnings to crypto investors
INVESTING ALTERNATIVES AUG 16, 2019
IRS sends second round of warnings to crypto investors

Latest batch of letters signal that the agency is increasing its focus on cryptocurrency tax compliance.

Bitcoin clobbered in market sell-off
INVESTING ALTERNATIVES AUG 15, 2019
Bitcoin clobbered in market sell-off

Its recent performance debunks the talk of cryptocurrencies serving as a safe haven.

Brokerage customers winning more Finra arbitration cases
INVESTING ALTERNATIVES AUG 13, 2019
Brokerage customers winning more Finra arbitration cases

Losing money in a bull market is 'red meat' for arbitrators.

Ladenburg Thalmann invests in impact investing startup
INVESTING ALTERNATIVES AUG 13, 2019
Ladenburg Thalmann invests in impact investing startup

Newday offers low-barrier access to portfolios built around United Nations' sustainability goals.

Advisers may not be equipped to help clients navigate private markets
INVESTING ALTERNATIVES AUG 09, 2019
Advisers may not be equipped to help clients navigate private markets

As SEC moves toward easing rules on unregistered securities, advisers could become gatekeepers.

GPB adds class action lawsuit to list of woes
INVESTING ALTERNATIVES AUG 06, 2019
GPB adds class action lawsuit to list of woes

Private placement firm's latest hurdle stems from the lack of financial reporting.

3 tips for the doomsday investor
INVESTING ALTERNATIVES AUG 02, 2019
3 tips for the doomsday investor

Which investments are likely to underperform as a result of climate change, and which may prosper.

Lightyear sells Wealth Enhancement Group to TA Associates
INVESTING RIAS JUL 31, 2019
Lightyear sells Wealth Enhancement Group to TA Associates

Don Marron and the $11.8 billion RIA ride the wave of private-equity ownership.