Subscribe

Alternatives

Displaying 3735 results

Topic

Are advisers investing client assets in Bitcoin?

Clients are curious about the recent boom in cryptocurrencies, but volatile performance records are keeping some advisers on the sidelines

Topic

New fund brings private equity to the accredited masses

Bow River fund bets a Biden administration won't kill the PE market

Topic

Bitcoin rally screeches to a halt

The cryptocurrency posted its biggest drop since March after a spectacular new-year rally

Topic

Bitcoin breaches $34,000 as rally continues in new year

The world's largest cryptocurrency topped $34,000 just weeks after breaching $20,000 in December

Topic

Ex-insurance agent at heart of alleged $2.5 million fraud

Julie Ann Moskin and Retire Happy received fees for selling dubious securities, according to Massachusetts Secretary of the Commonwealth William Galvin

Topic

SEC’s amped-up oversight of complex financial products expected to continue under Biden

Agency says advisers, brokers must apply ‘heightened scrutiny’ to sales of risky ETPs

Topic

SEC slams Voya Financial with $23 million penalty for conflicts at RIA

The conflicts of interest ranged from 12b-1 fees to cash sweep accounts to alternative investments

Topic

How much are nontraded REITs really worth?

Advisers don't like it when REIT valuations bounce all over the place

Topic

Maxine Waters urges Biden administration to overturn Reg BI

The Chair of the House Financial Services Committee also targeted rules surrounding opening up private markets

Topic

Fund companies see target-dates adding annuities in future: Report

The all-in-one products could also eventually include private equity, Cerulli Associates found

Topic

Hottest debate on Wall Street is Bitcoin versus gold

Bitcoin shot to a record just as billions of dollars have fled gold, renewing arguments about whether the digital currency can rival gold as an inflation hedge

Topic

Macquarie and Wilshire to offer private investments fund

Delaware Wilshire Private Markets Fund has $25,000 minimum

Topic

Gold and copper set for best week since July

Precious metals rallied as Joe Biden advanced in the presidential race

Topic

SEC eases rules for accessing private securities markets

The changes modernize private market rules and make it easier for small companies to obtain financing, according to SEC Chairman Jay Clayton

Topic

Mall REITs dragged into bankruptcy by retail carnage

Pennsylvania Real Estate Investment Trust and CBL & Associates Properties cited pandemic-induced pressures on their tenants and, in turn, themselves

Topic

Gold falls to one-month low amid pandemic worries

Concerns about the renewed rise in coronavirus cases has shifted safe-haven buying to the dollar

Topic

Speculators reverse big Nasdaq short

The buying comes after hedge funds had driven net short bets to the highest level since before the financial crisis

Topic

The SEC’s push for more alts and private placements is the wrong move at the wrong time

Plenty of examples prove the regulator's efforts are out of step with the market

Topic

SEC proposal would allow ‘finders’ to pitch unregistered securities

While approved for public comment, Democratic commissioners voiced concerns over investor protections

Topic

Second Trump term could be boon for private market offerings

If Chairman Jay Clayton leaves the SEC, a Republican successor likely will pick up the mantle