Alternatives

Displaying 3870 results
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.

Do-it-yourself deals are all the rage among rich investors
INVESTING ALTERNATIVES SEP 14, 2018
Do-it-yourself deals are all the rage among rich investors

Ultrawealthy look beyond hedge funds and private equity to making direct investments in businesses.

Do-it-yourself deals are all the rage among rich investors
INVESTING ALTERNATIVES SEP 14, 2018
Do-it-yourself deals are all the rage among rich investors

Ultrawealthy look beyond hedge funds and private equity to making direct investments in businesses.

Galvin investigating 63 broker-dealers selling private placements from GPB Capital
INVESTING ALTERNATIVES SEP 12, 2018
Galvin investigating 63 broker-dealers selling private placements from GPB Capital

The firm sells illiquid, high-risk and high-commission alternative investments.

Galvin orders SII to pay restitution on nontraded REIT sales
INVESTING ALTERNATIVES SEP 07, 2018
Galvin orders SII to pay restitution on nontraded REIT sales

LPL bought SII last year as part of its National Planning Holdings purchase.

Crypto craze puts retirement savings at risk
INVESTING RETIREMENT PLANNING AUG 29, 2018
Crypto craze puts retirement savings at risk

Regulators and Congress should protect investors by slamming the door shut on efforts to bring cryptocurrency into the world of retirement savings.

Equity index put writing: A strategy for uncertain markets
INVESTING ALTERNATIVES AUG 28, 2018
Equity index put writing: A strategy for uncertain markets

This approach can help clients stay invested while limiting their exposure to volatility or downdrafts.

Top private placement manager GPB to restate financial statements of certain funds
INVESTING ALTERNATIVES AUG 24, 2018
Top private placement manager GPB to restate financial statements of certain funds

Private placements have far fewer regulatory standards to adhere to than publicly listed companies.

Finra arbitrators order Pennsylvania brokerage to pay client $1 million in damages
INVESTING ALTERNATIVES AUG 23, 2018
Finra arbitrators order Pennsylvania brokerage to pay client $1 million in damages

James E. Grimes accused Trustmont Financial of breaching fiduciary duty in a case related to two annuity exchanges and a private REIT.

HighTower on prowl for new CEO, Weissbluth to become chairman
INVESTING RIAS AUG 20, 2018
HighTower on prowl for new CEO, Weissbluth to become chairman

Move is latest in Chicago-based RIA consolidator's effort to expand senior leadership team.

Equity ETFs ranked by second quarter performance
INVESTING ALTERNATIVES AUG 18, 2018
Equity ETFs ranked by second quarter performance

<i>InvestmentNews</i> Research sorts exchange-traded funds by returns, flows and trading volume.

Bigger isn't always better when it comes to alternative investments
INVESTING ALTERNATIVES AUG 13, 2018
Bigger isn't always better when it comes to alternative investments

Why some institutional product sponsors have trouble navigating the retail alts market.

REIT management gives no answers about disastrous share price
INVESTING ALTERNATIVES AUG 09, 2018
REIT management gives no answers about disastrous share price

Listing of American Finance Trust Inc., the $1.6 billion REIT advised and managed by Nicholas Schorsch's AR Global, has erased almost $1 billion in equity value.