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Alternatives

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Topic

Goldman revamps private credit leadership

The firm is focusing more resources on the sector as it seeks to double the size of its business.

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Criticism of Blackstone mortgage REIT shows ‘froth’ draining from market

Financial advisors often recommend REITs as a way to generate income in retirement.

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Bitcoin nears $44K following six-day climb

Looser monetary policy bets and hope for spot bitcoin ETF approval are key drivers.

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Advisors using alternatives still a minority despite business case, says Fuse

Adoption of emerging structures such as interval funds and BDCs remains low.

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Nashville B-D that sold GWG bonds closing down

The securities industry has a long, sad history of firms going out of business after a product like GWG bonds fails.

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UBS chair warns about bubble in private credit

Colm Kelleher joins other executives and regulators warning of growing risks in the booming market.

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Known co-founder Molina Niño focuses on wealth gap

The investment advisory firm is highly diverse and will never need a DEI initiative, co-founder says

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Nontraded REIT sales tank in 2023

'Ironically, I think the redemption issue is the best thing ever happen to nontraded REIT space,' says Kevin Gannon of Stanger.

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B. Riley retail brokers exposed to deal that’s under pressure

'The brokers are besides themselves, especially the independent brokers,' one source says.

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Overcoming the education gap on alternatives

Half of financial professionals surveyed cite explaining the role of illiquidity within client portfolios as the most difficult client education topic.

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Is 50/30/20 the new 60/40?

Alternatives asset manager says strategy is outdated but CIO argues talk of its demise is premature.

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GWG bond debacle reveals limits in investor protection

Titan Securities is already among the departed. It's not footing the bill for its own funeral.

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Clients win another GWG bond claim, this time against B-D

"We don’t agree with the decision but, with Finra arbitration, there is no appeal," says William H. McCance, president of Ages Financial Services.

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Why alternatives are a key focus for institutions managing $100M-plus

Morgan Stanley's Graystone Consulting shares inaugural institutional investment study.

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Real estate firm that raised money through IBDs blows up

Bellevue, Washington-based iCap focused on developing apartment buildings and stand-alone real estate.

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Broker, executive hit with $1M arbitration loss over GWG bonds

'The financial advisor recommended he put the entire amount in GWG L bonds,' the claimant's attorney says.

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Listed REITs offer buying opportunity, analyst says

'We are starting to pound the table a little bit about listed REITs,' says Rich Hill of Cohen & Steers.

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Another new custodian enters the RIA market

Innovayte is targeting RIAs with $100 million to $800 million in assets and will be led by Catherine “Cat” Davies, a clearing and custody industry veteran.

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Global alternatives market set to reach $24.5T, private credit AUM to double

Analysts forecast an $8 trillion surge in the next five years.

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Finra tags advisor for sales of GPB alternatives

"It’s frustrating to see Finra charging brokers after the nail is in the coffin of [clients'] portfolios," one attorney says.