Alternatives

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A digital twist on investing in rare collectibles
INVESTING ALTERNATIVES APR 12, 2019
A digital twist on investing in rare collectibles

Investors can buy shares of automobiles and artwork without actually owning a physical car or painting.

You won't believe how some advisers are hedging market risk
INVESTING RIAS APR 11, 2019
You won't believe how some advisers are hedging market risk

As the risk of a recession and market pullback mounts, some advisers taking risk completely off the table.

Clayton wants retirement investors to have more access to private funds
INVESTING ALTERNATIVES APR 09, 2019
Clayton wants retirement investors to have more access to private funds

SEC chairman indicates desire to modify accredited investor standard.

Consider the alternative
INVESTING ALTERNATIVES APR 08, 2019
Consider the alternative

Why alternative investments have a place in your clients' portfolios.

Alternative strategies earn their keep over six months of market extremes
INVESTING RIAS APR 03, 2019
Alternative strategies earn their keep over six months of market extremes

The key is looking beyond the broad category averages to focus on portfolio managers and the investment process

The hedger's opportunity
INVESTING ALTERNATIVES APR 01, 2019
The hedger's opportunity

Using hedged positions can protect clients' portfolios if the market goes south.

Brian Block continues his legal fight to stay out of prison
INVESTING ALTERNATIVES MAR 21, 2019
Brian Block continues his legal fight to stay out of prison

A judge denied Mr. Block's motion for a new trial, but he wants another day in court.

Brookfield buys Oaktree to build an alternatives giant
INVESTING ALTERNATIVES MAR 13, 2019
Brookfield buys Oaktree to build an alternatives giant

The deal produces a combination that can rival Blackstone Group.

Concerns about GPB Capital trash hauling business come to the fore
INVESTING ALTERNATIVES MAR 12, 2019
Concerns about GPB Capital trash hauling business come to the fore

What did IBDs that sold GPB private placements know about its trash hauling companies?

Risk-averse investors push advisers to their creative limits
INVESTING RIAS MAR 06, 2019
Risk-averse investors push advisers to their creative limits

Financial advisers get creative to keep their conservative clients from losing ground to inflation.

GPB Capital Holdings now focus of FBI investigation
INVESTING ALTERNATIVES MAR 04, 2019
GPB Capital Holdings now focus of FBI investigation

Agency's inquiry follows SEC and Finra investigations into private placement firm, which has raised $1.8 billion from wealthy investors.

One of Wall Street's most popular trading strategies is failing
INVESTING ALTERNATIVES MAR 01, 2019
One of Wall Street's most popular trading strategies is failing

Trend-following quant investing strategies were baffled by the markets' ups and downs last year

Warburg Pincus to buy majority stake in Kestra Financial
INVESTING ALTERNATIVES FEB 25, 2019
Warburg Pincus to buy majority stake in Kestra Financial

Current owner Stone Point Capital, Kestra management and some advisers will retain equity positions in the indie B-D.

A recession? Financial advisers say it's right around the corner — or not
INVESTING RIAS FEB 25, 2019
A recession? Financial advisers say it's right around the corner — or not

A case can be made that the economy is either headed for an imminent slowdown or still has some juice left.

As volatility rises, United Capital gives advisers crash course in alts, options
INVESTING RIAS FEB 25, 2019
As volatility rises, United Capital gives advisers crash course in alts, options

Firm wants to add to advisers' tool kit so they can minimize client risk.

Focus Financial rides RIA consolidation to 37 percent annual revenue growth
INVESTING RIAS FEB 21, 2019
Focus Financial rides RIA consolidation to 37 percent annual revenue growth

RIA aggregator plans to leverage the public equity markets for continued global expansion

Look for more changes at Cetera Financial Group
INVESTING ALTERNATIVES FEB 20, 2019
Look for more changes at Cetera Financial Group

CEO Robert Moore's resignation signals further adjustments at the IBD network.

Warburg Pincus among private equity managers interested in acquiring Kestra Financial
INVESTING ALTERNATIVES FEB 15, 2019
Warburg Pincus among private equity managers interested in acquiring Kestra Financial

Sources say Kestra is being valued at between $600 million and $800 million, about eight to 10 times EBITDA.

Financial advisers head to cash as stocks move up
INVESTING RIAS FEB 14, 2019
Financial advisers head to cash as stocks move up

Bigger cash weightings reveal a preference for safety over returns as the bull market ages

Hedge fund creates the ultimate tax-free IRA for employees
INVESTING RETIREMENT PLANNING FEB 01, 2019
Hedge fund creates the ultimate tax-free IRA for employees

Renaissance Technologies workers have seen their Roth IRA holdings in its Medallion Fund grow eight-fold in five years.