Alternatives

Displaying 3870 results
Bitwise launches two new funds to capitalize on dip in cryptocurrency market
INVESTING ALTERNATIVES DEC 05, 2018
Bitwise launches two new funds to capitalize on dip in cryptocurrency market

Funds are built for professional investors sick of waiting for SEC to approve a bitcoin ETF.

Real estate investment firm Direct Source Wealth under investigation in Indiana
INVESTING ALTERNATIVES NOV 29, 2018
Real estate investment firm Direct Source Wealth under investigation in Indiana

Firm is raising millions without state or federal filings.

The gold rush that is reshaping private banking
INVESTING ALTERNATIVES NOV 26, 2018
The gold rush that is reshaping private banking

An explosion in wealth in the wake of the financial crisis has banks targeting the growing ranks of super rich.

Hedge fund investors lose key tax break
INVESTING RETIREMENT PLANNING NOV 21, 2018
Hedge fund investors lose key tax break

Inability to deduct management fees will make the funds, which are struggling this year, even less attractive to investors.

As it works to pull off a merger, FS Investments admits shortcomings
INVESTING ALTERNATIVES NOV 20, 2018
As it works to pull off a merger, FS Investments admits shortcomings

Management makes public statements about weaknesses at company's funds.

Female advisers more likely to consider ESG investing strategies
INVESTING ALTERNATIVES NOV 19, 2018
Female advisers more likely to consider ESG investing strategies

Use of ESG investments is increasing year over year, and women show the highest levels of interest and understanding of their benefits

Auditor walks away from private placement firm GPB Capital
INVESTING ALTERNATIVES NOV 14, 2018
Auditor walks away from private placement firm GPB Capital

A change in auditors can be perceived as a red flag by many investors.

Are advisers investing client assets in Bitcoin?
INVESTING ALTERNATIVES NOV 12, 2018
Are advisers investing client assets in Bitcoin?

The popularity of cryptocurrencies is gaining steam, with large industry players ramping up offerings tailored to institutional investors, but growing investor demand is expected to soon spill over to financial advisers.

Finra arbitrators award $1 million to retirement investors in fraud involving Texas REIT
INVESTING ALTERNATIVES NOV 09, 2018
Finra arbitrators award $1 million to retirement investors in fraud involving Texas REIT

IMS Securities withdrew its Finra registration in 2017, and was expelled from the industry this year.

JPMorgan, Carlyle are latest Wall Street firms to back iCapital
INVESTING ALTERNATIVES NOV 08, 2018
JPMorgan, Carlyle are latest Wall Street firms to back iCapital

Both already use iCapital's technology to offer alternative investments like hedge funds and private equity to high-net-worth investors.

Commonwealth advisers turning to private equity
INVESTING ALTERNATIVES NOV 08, 2018
Commonwealth advisers turning to private equity

IBD's advisers have invested $70 million of client money in PE funds over the past two years.

Art wealth management course comes with CE credits from CFP Board
INVESTING ALTERNATIVES NOV 07, 2018
Art wealth management course comes with CE credits from CFP Board

The program is an introduction to the art market from an investment perspective.

Advisers carve wealth management unit out of $16 billion asset manager
INVESTING RIAS OCT 30, 2018
Advisers carve wealth management unit out of $16 billion asset manager

Resonant Capital Advisors, Madison Investment Advisors cite business risks as one of the reasons for the separation.

Investing to sustain innovation
INVESTING ALTERNATIVES OCT 23, 2018
Investing to sustain innovation

It's possible to invest directly in the individuals and communities that make creative enterprises possible.

Wealth Enhancement Group buys second Philly-area RIA in as many months
INVESTING RIAS OCT 23, 2018
Wealth Enhancement Group buys second Philly-area RIA in as many months

Addition of $470 million GDM Advisory Group pushes Wealth Enhancement to $9.7 billion under management.

Is the endowment model relevant for individual investors?
INVESTING EQUITIES OCT 22, 2018
Is the endowment model relevant for individual investors?

Endowments' use of alternatives could become more attractive to individuals given the returns expected on both stocks and bonds.

Unit investment trusts could take center stage amid market volatility
INVESTING OPINION OCT 22, 2018
Unit investment trusts could take center stage amid market volatility

Given the way they're structured, UITs are a more targeted approach to investing than mutual funds or ETFs

Best- and worst-performing equity funds
INVESTING ALTERNATIVES OCT 20, 2018
Best- and worst-performing equity funds

By category, ranked by one-year total returns.

Market volatility brings alternative investments back into focus
INVESTING RIAS OCT 19, 2018
Market volatility brings alternative investments back into focus

Asset managers struggle to get investors on board before it's too late.

Paul Allen's $26 billion estate could take years to unravel
INVESTING RETIREMENT PLANNING OCT 18, 2018
Paul Allen's $26 billion estate could take years to unravel

Microsoft co-founder's holdings akin to 'a major corporation.'