Alternatives

Displaying 3882 results
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.'

RIA consolidation on pace for sixth straight record year
INVESTING RIAS OCT 18, 2018
RIA consolidation on pace for sixth straight record year

Private-equity investors continue to drive M&A activity.

Fix boomers' ESG dilemma with bonds
INVESTING ALTERNATIVES OCT 08, 2018
Fix boomers' ESG dilemma with bonds

Older investors have the lion's share of investible assets, but their age or need for current income could limit their interest in ESG equity investments.

More big names in financial services enter the cryptocurrency world
INVESTING ALTERNATIVES OCT 04, 2018
More big names in financial services enter the cryptocurrency world

TD Ameritrade and Ric Edelman are the latest to invest in digital asset companies.

Settlements at old Schorsch REIT could cost shareholders $730 million
INVESTING ALTERNATIVES OCT 03, 2018
Settlements at old Schorsch REIT could cost shareholders $730 million

Accounting scandal from 2014 could wind up costing shareholders 75 cents per share, analyst says.

Masterworks is opening fine art investing to the masses
INVESTING ALTERNATIVES SEP 27, 2018
Masterworks is opening fine art investing to the masses

Investors can buy into a Monet painting for $21.05 a share; a Warhol piece goes for $20 a share.

BlackRock, Thomson Reuters launch new diversity and inclusion ETF
INVESTING ALTERNATIVES SEP 24, 2018
BlackRock, Thomson Reuters launch new diversity and inclusion ETF

Index fund aims to go beyond single issues like gender and race to capture a broader spectrum of ESG initiatives.

LPL video about private equity looks like a swipe at Cetera
INVESTING ALTERNATIVES SEP 21, 2018
LPL video about private equity looks like a swipe at Cetera

Recruiting video warns about potential consequences for advisers when a PE firm buys a broker-dealer.

Bank of America to sell alternative operations with $20 billion to iCapital
INVESTING ALTERNATIVES SEP 19, 2018
Bank of America to sell alternative operations with $20 billion to iCapital

The operations for feeder funds pool client money to invest in hedge funds and private equity.