Displaying 3735 results
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
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
By category, ranked by one-year total returns.
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
Microsoft co-founder's holdings akin to 'a major corporation.'
RIA consolidation on pace for sixth straight record year
Private-equity investors continue to drive M&A activity.
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
TD Ameritrade and Ric Edelman are the latest to invest in digital asset companies.
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
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
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
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
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
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
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
The firm sells illiquid, high-risk and high-commission alternative investments.
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
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
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
Private placements have far fewer regulatory standards to adhere to than publicly listed companies.
