Alternatives

Displaying 3996 results
Franklin Templeton buying Alcentra in European credit push
INVESTING ALTERNATIVES MAY 31, 2022
Franklin Templeton buying Alcentra in European credit push

The deal for Bank of New York Mellon's European credit and debt subsidiary expands Franklin Templeton's access to alternative investments.

By Bloomberg
After latest deal, Advisor Group debt is stable but still 'highly speculative': Fitch
INVESTING ALTERNATIVES MAY 27, 2022
After latest deal, Advisor Group debt is stable but still 'highly speculative': Fitch

Fitch Ratings noted that the rating affirmation reflected Advisor Group's "improving scale as one of the largest independent financial advisers in the U.S."

By Bruce Kelly
Alto CEO's IRA advice: Forget 60/40 and add alternatives
INVESTING RETIREMENT PLANNING MAY 26, 2022
Alto CEO's IRA advice: Forget 60/40 and add alternatives

Eric Satz, founder and CEO of Alto, says investors need to add alternatives to their retirement accounts, especially in the wake of the market’s carnage.

By Gregg Greenberg
Avoiding dividend yields that look too good to be true
INVESTING EQUITIES MAY 26, 2022
Avoiding dividend yields that look too good to be true

Russia funds yielding between 300% and 3,000% represent the ultimate value trap. A better bet would be funds offering much lower yields.

By Jeff Benjamin
Hedge funds brace for $20 billion of redemptions, Citco says
INVESTING ALTERNATIVES MAY 25, 2022
Hedge funds brace for $20 billion of redemptions, Citco says

Only 40% of hedge funds globally made money in the first quarter, compared with 61% in the previous three months.

By Bloomberg
Crypto libertarians are learning the reason for regulations
INVESTING ALTERNATIVES MAY 24, 2022
Crypto libertarians are learning the reason for regulations

As digital assets sell off, some crypto industry leaders are realizing that government rules aren't such an evil thing after all.

By Ryan W. Neal
Lead broker-dealer seller of GWG bonds reports potential trouble
INVESTING ALTERNATIVES MAY 23, 2022
Lead broker-dealer seller of GWG bonds reports potential trouble

In its annual audited financial statement, Emerson Equity reported that problems related to an unnamed offering potentially could harm the firm.

By Bruce Kelly
Recession threat takes center stage
INVESTING RIAS MAY 23, 2022
Recession threat takes center stage

Financial advisers scramble to keep clients on track as markets drive lower, inflation climbs and an economic slowdown seems unavoidable.

By Jeff Benjamin
Morgan Stanley's Parametric moves the wirehouse into ETF management
INVESTING RIAS MAY 20, 2022
Morgan Stanley's Parametric moves the wirehouse into ETF management

Two filings show that Parametric is moving beyond its current focus on separate accounts and direct indexing to subadvise strategies for Innovator ETFs.

By Jeff Benjamin
DOL continues to have qualms about Fidelity’s crypto 401(k) product
INVESTING RETIREMENT PLANNING MAY 19, 2022
DOL continues to have qualms about Fidelity’s crypto 401(k) product

DOL acting assistant secretary Ali Khawar isn't reassured by the consumer safeguards included in Fidelity's Bitcoin offering for retirement plans.

By Mark Schoeff Jr.
Strategists see lower returns as economy mirrors 1970s
INVESTING ALTERNATIVES MAY 19, 2022
Strategists see lower returns as economy mirrors 1970s

Mohamed El-Erian and Niall Ferguson are seeing echoes of the 1970s in today's market. Will the '70s strategies work in the 2020s?

By Gregg Greenberg
Big GPB fund reports — finally — and posts revenue and income growth
INVESTING ALTERNATIVES MAY 18, 2022
Big GPB fund reports — finally — and posts revenue and income growth

After the partnership missed its deadline to file audited financial statements in 2018 for its two largest private funds, the entire GPB enterprise struggled.

By Bruce Kelly
Broker-dealers face risks aplenty, regulators warn
INVESTING ALTERNATIVES MAY 17, 2022
Broker-dealers face risks aplenty, regulators warn

Firms should be watching out for employees chatting on WhatsApp, as well as brokers in need of heightened supervision and complex products being sold to retail customers.

By Bruce Kelly
Strong returns for alternatives attract flows, but advisers should tread carefully
INVESTING ALTERNATIVES MAY 17, 2022
Strong returns for alternatives attract flows, but advisers should tread carefully

The point of investing in alts is to adjust the risk weighting in a portfolio, so advisers need to identify the risk they're seeking to address, said panelists at the Morningstar Investment Conference.

By Debbie Carlson
Gensler: Plenty of pitfalls for clients investing in crypto
INVESTING ALTERNATIVES MAY 16, 2022
Gensler: Plenty of pitfalls for clients investing in crypto

'This space, crypto markets, is a highly speculative asset class,' the SEC chairman said Monday at Finra's annual meeting.

By Bruce Kelly
Customer wins more than $450,000 from TD Ameritrade over volatile investment
INVESTING ALTERNATIVES MAY 13, 2022
Customer wins more than $450,000 from TD Ameritrade over volatile investment

Ian Delahunty bought a leveraged exchange-traded note and owned it for 199 days rather than the day or two it was meant to be held.

By Mark Schoeff Jr.
Cryptic crypto doesn't square with qualified retirement plan fundamentals
INVESTING OPINION MAY 13, 2022
Cryptic crypto doesn't square with qualified retirement plan fundamentals

Crypto assets have not provided audits and other standard modes of verification, which disqualifies them as prudent investments.

By Mitchell Shames
Fidelity partners with Digital Assets Council on crypto education
INVESTING ALTERNATIVES MAY 12, 2022
Fidelity partners with Digital Assets Council on crypto education

Clients of Fidelity Institutional will get a discount on the cost of DACFP's Blockchain and Digital Assets certificate program.

By InvestmentNews
Financial industry worries about Finra’s next step on complex products
INVESTING ALTERNATIVES MAY 12, 2022
Financial industry worries about Finra’s next step on complex products

Brokerage and fund trade associations caution against limiting the market for retail customers. Consumer group and state regulators say more oversight is needed to protect investors.

By Mark Schoeff Jr.
Crypto stress feeds wider sell-off in global markets
INVESTING ALTERNATIVES MAY 12, 2022
Crypto stress feeds wider sell-off in global markets

The crash in cryptocurrencies could accelerate an investor stampede to safer asset classes.

By Bloomberg