Alternatives

Displaying 3870 results
Private-equity veterans build $2 billion advisory firm from scratch
INVESTING RIAS JUN 26, 2018
Private-equity veterans build $2 billion advisory firm from scratch

Cresset Capital Management is adding a family office to its 1-year-old practice.

Younger millionaires want advice on cryptocurrency
INVESTING ALTERNATIVES JUN 19, 2018
Younger millionaires want advice on cryptocurrency

More than 70% of those under 40 want their wealth managers to discuss the subject.

LPL rolls out blockchain separately managed account
INVESTING ALTERNATIVES JUN 18, 2018
LPL rolls out blockchain separately managed account

Separately managed account invests in stocks of companies that use the distributed ledger system.

INVESTING ALTERNATIVES JUN 12, 2018
Former Schorsch REIT reaches $90 million settlement with Vanguard

The mutual fund giant was the largest shareholder of American Realty Capital Properties Inc. when it reported inflated financial results because of a $23 million accounting mistake.

INVESTING ALTERNATIVES JUN 11, 2018
Winning over the ultra-rich means cutting them in on mega deals

Bankers are vying for the world's hyper-wealthy as never before, and they are holding out investments that are tantalizingly off-limits to the rest of us

INVESTING ALTERNATIVES JUN 06, 2018
Demand grows for structured notes

CAIS Group, a distribution platform for alternatives, cites 40% increase in its structured notes business over the last couple of years.

INVESTING ALTERNATIVES JUN 05, 2018
Teamwork makes the dream work at Pimco

Four years after the ousting of Bill Gross, the firm's total assets have increased by $300 billion.

INVESTING RETIREMENT PLANNING MAY 31, 2018
Blackstone woos wealthy with tax-free hedge fund

Tax-free status reflects fact that investments are held in an insurance vehicle.

INVESTING ALTERNATIVES MAY 29, 2018
Blackstone woos wealthy with tax-free hedge fund

Tax-free status reflects fact that investments are held in an insurance vehicle

Late to the alternative-investment party
INVESTING ALTERNATIVES MAY 25, 2018
Late to the alternative-investment party

JPMorgan is slashing its minimum on alts at a point when such investments are likely to see more modest returns.

INVESTING RIAS MAY 25, 2018
Former hedge fund CFO barred, ordered to pay $227,500 penalty

SEC alleged that Perry Gruss abetted cash moves at defunct D.B. Zwirn.

INVESTING ALTERNATIVES MAY 21, 2018
Gold bulls head for the exits on strong dollar, lack of fear

Even physical demand has been slowing.

INVESTING ALTERNATIVES MAY 17, 2018
JPMorgan Chase to make alt investments available to the many

Bank plans to slash minimum buy-in to $100,000 from $10 million.

All that smart beta can obscure the big picture
INVESTING ALTERNATIVES MAY 08, 2018
All that smart beta can obscure the big picture

Every factor involves uncertainty, regardless of whether it works during a certain period.

INVESTING ALTERNATIVES MAY 05, 2018
It's time to educate your clients, and yourself, about alternative investments

Advisers must know the benefits and pitfalls of common alts.

INVESTING OPINION MAY 03, 2018
3 insights on the Financial Engines-Edelman combination and how it might affect you

The combined company is likely to become a nationally dominant firm.

Neuberger Berman launches specialty finance group
INVESTING ALTERNATIVES MAY 02, 2018
Neuberger Berman launches specialty finance group

Investment management firm names Peter Sterling to head the new group.

INVESTING ALTERNATIVES MAY 01, 2018
China's HNA drops bid to buy Anthony Scaramucci's SkyBridge

Both sides agreed U.S. government approval of the acquisition would have taken too long.

INVESTING ALTERNATIVES APR 28, 2018
More advisers use alts, but few understand them

Alternative investments are complex and difficult to define, let alone explain to clients?

INVESTING ALTERNATIVES APR 26, 2018
Blackstone lures retail clients

Individual investors provided 19% of the money the private equity firm raised in Q1.