Alternatives

Displaying 3882 results
Should financial advisers be paying more attention to private equity?
INVESTING ALTERNATIVES JUN 24, 2019
Should financial advisers be paying more attention to private equity?

While Vanguard denies reports it is jumping into the space, there is appeal among some investors for noncorrelated fund options.

GPB Capital reports decline in value of two biggest funds
INVESTING ALTERNATIVES JUN 21, 2019
GPB Capital reports decline in value of two biggest funds

One has dropped by 25.4% and the other by 39%, according to the company.

DoubleLine CEO Gundlach sees golden opportunity to hedge market risk
INVESTING RIAS JUN 19, 2019
DoubleLine CEO Gundlach sees golden opportunity to hedge market risk

Slowing economy and a nervous Fed have advisers rethinking the controversial metal.

SEC exploring how to give more investors access to private placements
INVESTING ALTERNATIVES JUN 18, 2019
SEC exploring how to give more investors access to private placements

Agency seeks comment on easing limits on eligibility, investment amounts.

Fidelity's National Financial raises more questions about GPB private placements
INVESTING ALTERNATIVES JUN 17, 2019
Fidelity's National Financial raises more questions about GPB private placements

No clear value to GPB securities puts them at odds with firm's policy over alternative investments.

Wealthy families are adding forests to their portfolios
INVESTING ALTERNATIVES JUN 17, 2019
Wealthy families are adding forests to their portfolios

Bank of America's Specialty Asset Management group manages $13.6 billion for individuals and institutions looking for timberland, farms, ranches, energy interests, or real estate.

As market indicators go, the president trumps everything
INVESTING RIAS JUN 06, 2019
As market indicators go, the president trumps everything

Quantifying news reports about Trump can help predict where markets are heading.

FS Investments and KKR merging more BDCs
INVESTING ALTERNATIVES JUN 04, 2019
FS Investments and KKR merging more BDCs

This time, the managers are combining four nontraded BDCs into one $9 billion company.

Movie director's family office looks at investments through an ESG lens
INVESTING ALTERNATIVES JUN 03, 2019
Movie director's family office looks at investments through an ESG lens

James Cameron and his wife are focused on companies involved in plant-based nutrition.

Selling your firm, even if you've never thought about it
INVESTING ALTERNATIVES MAY 29, 2019
Selling your firm, even if you've never thought about it

The advisory industry is consolidating, and firms that think they might want to do something at some point should explore their options.

Advisor Group expected to be sold for $2.3 billion
INVESTING ALTERNATIVES MAY 09, 2019
Advisor Group expected to be sold for $2.3 billion

Private equity buyer would grab a 75% stake in IBD network that produced $1.7 billion in revenue last year and has nearly 11,800 advisers.

Reverence Capital Partners buys Advisor Group
INVESTING ALTERNATIVES MAY 09, 2019
Reverence Capital Partners buys Advisor Group

The B-D network produced $1.7 billion in total revenue last year.

Investors start to sue broker-dealers that sold GPB private placements
INVESTING ALTERNATIVES MAY 07, 2019
Investors start to sue broker-dealers that sold GPB private placements

Clients allege lack of suitability and due diligence by B-Ds.

Fidelity to start trading bitcoin
INVESTING ALTERNATIVES MAY 06, 2019
Fidelity to start trading bitcoin

Move puts firm a step ahead of top competitors on sidelines

Is time running out for advisers who sold GPB private placements?
INVESTING ALTERNATIVES MAY 02, 2019
Is time running out for advisers who sold GPB private placements?

GPB Capital is now a year late in making important financial information public. Finra could discipline brokers who sold the private placement.

ETrade to add cryptocurrencies to platform
INVESTING ALTERNATIVES APR 30, 2019
ETrade to add cryptocurrencies to platform

Firm will start with bitcoin and Ethereum.

Centerbridge said to be in talks to buy Advisor Group
INVESTING ALTERNATIVES APR 23, 2019
Centerbridge said to be in talks to buy Advisor Group

Advisor Group's independent broker-dealer network in the U.S. has more than 7,000 advisers.

Massachusetts charges adviser with concealing information in marijuana deals
INVESTING ALTERNATIVES APR 17, 2019
Massachusetts charges adviser with concealing information in marijuana deals

Frederick V. McDonald, Jr. allegedly failed to disclose risks and his own conflicts.

Thirst for diversification leads more advisers to interval funds
INVESTING RIAS APR 16, 2019
Thirst for diversification leads more advisers to interval funds

They're trading liquidity for access to asset classes normally out of reach for retail investors.

Sales of unregistered securities are a growing problem that's harming investors — and the industry
INVESTING ALTERNATIVES APR 13, 2019
Sales of unregistered securities are a growing problem that's harming investors — and the industry

The practice is giving the industry a black eye — so what can financial advisers do to stop it?