Alternatives

Displaying 4065 results
Increasing retail investor access to private markets gains bipartisan support
ALTERNATIVES JUL 02, 2021
Increasing retail investor access to private markets gains bipartisan support

Legislation introduced by Reps. Anthony Gonzalez, R-Ohio, and Gregory Meeks, D-N.Y., would lift restrictions on closed-end funds' investments in unregistered securities.

By Mark Schoeff Jr.
Introducing DACFP, a new partner of InvestmentNews
OPINION JUL 02, 2021
Introducing DACFP, a new partner of InvestmentNews

Together, DACFP and InvestmentNews will be providing subscribers with content and educational opportunities to increase your knowledge about blockchain and digital assets, and access to the product and service providers in that ecosystem, so you can give investors the advice, products and services they need.

By Ric Edelman
Ric Edelman's digital assets council rebrands
ALTERNATIVES JUL 01, 2021
Ric Edelman's digital assets council rebrands

The new name, Digital Assets Council of Financial Professionals, reflects a broader charter to serve every company and all financial advisers, Edelman says.

By Nicole Casperson
Citigroup joins rivals and helps wealthy clients access crypto
ALTERNATIVES JUN 24, 2021
Citigroup joins rivals and helps wealthy clients access crypto

The bank is forming a new digital assets group inside its burgeoning wealth management unit, and will help clients invest in cryptocurrencies, stable coins and non-fungible tokens.

By Bloomberg
Investors not interested in cryptocurrency in retirement plans
RETIREMENT PLANNING JUN 24, 2021
Investors not interested in cryptocurrency in retirement plans

The ability to invest in cryptos ranked dead last among features that participants want to see in their retirement plans, Morningstar survey finds.

By InvestmentNews
Focus Financial evolves beyond PE ownership
RIA NEWS JUN 22, 2021
Focus Financial evolves beyond PE ownership

Private equity owner Kohlberg Kravis Roberts is cashing out after Focus shares climb 65% from the firm's 2018 IPO.

By Jeff Benjamin
GPB lawsuits pile up against former broker
ALTERNATIVES JUN 22, 2021
GPB lawsuits pile up against former broker

The lack of a spotlight on individual brokers who sold GPB may be passing, as at least one former adviser, Jeffrey Dixson, has a BrokerCheck profile that is studded with investor complaints involving sales of GPB private placements.

By Bruce Kelly
Former Morgan Stanley traders turn crypto startup into unicorn
ALTERNATIVES JUN 21, 2021
Former Morgan Stanley traders turn crypto startup into unicorn

Amber Group raised $100 million from investors in a Series B fundraising, boosting its valuation to $1 billion. Investors included DCM Ventures and Tiger Global Management.

By Bloomberg
Interactive Brokers to offer crypto trading
ALTERNATIVES JUN 09, 2021
Interactive Brokers to offer crypto trading

The broker-dealer's chairman, Thomas Peterffy, says it plans to offer trading services 'by the end of the summer' in response to customer demand.

By Bloomberg
JPMorgan hires from Goldman, Wells for growth-equity effort
ALTERNATIVES JUN 07, 2021
JPMorgan hires from Goldman, Wells for growth-equity effort

The new venture aims to give JPMorgan's clients exposure to companies before they go public.

By InvestmentNews
How to buy the Bitcoin dip without buying Bitcoin
ALTERNATIVES JUN 04, 2021
How to buy the Bitcoin dip without buying Bitcoin

Research finds that companies that do business in the cryptocurrency space can be reliable proxies for digital currency exposure. For those who might have been waiting for an entry point, the case could be made that now is a good time to buy.

By Jeff Benjamin
Dave Ramsey bids 'bon voyage' to timeshare-exit advertiser and all its baggage
ALTERNATIVES MAY 26, 2021
Dave Ramsey bids 'bon voyage' to timeshare-exit advertiser and all its baggage

Ramsey blamed the high cost of various lawsuits from Washington state and the timeshare industry as the reason why Timeshare Exit Team is no longer an advertiser on his platform.

By Bruce Kelly
Rising inflation? Keep calm and invest in equities
OPINION MAY 24, 2021
Rising inflation? Keep calm and invest in equities

If price pressures are picking up, cash and fixed income will suffer, and stocks could offer investors the best return.

By Charles Lemonides
Treasury calls for reporting crypto transfers over $10,000 to IRS
ALTERNATIVES MAY 20, 2021
Treasury calls for reporting crypto transfers over $10,000 to IRS

The announcement pared Bitcoin's rebound from Wednesday's rout, shaving about $3,000 from the token's price.

By Bloomberg
Vanguard to offer private equity access to individual investors
ALTERNATIVES MAY 20, 2021
Vanguard to offer private equity access to individual investors

The program broadens the relationship the fund company began last year with HarbourVest to serve institutional clients.

By InvestmentNews
Talking to clients when crypto crumbles
OPINION MAY 20, 2021
Talking to clients when crypto crumbles

Advisers should empower their clients through exposure and education so they view crypto-assets like any other asset class.

By Tyrone Ross and Justin Castelli
Crypto craze coming undone now that everyone's in
ALTERNATIVES MAY 19, 2021
Crypto craze coming undone now that everyone's in

As Bitcoin and other cryptocurrencies plunge, new entrants to the market are especially running for the exits.

By Bloomberg
SEC charges Texas RIA with fraud
RIA NEWS MAY 14, 2021
SEC charges Texas RIA with fraud

Knight Nguyen Investments and its owner claimed to be experts in alternative investments.

By InvestmentNews
Cboe files to list Fidelity Bitcoin ETF
ALTERNATIVES MAY 12, 2021
Cboe files to list Fidelity Bitcoin ETF

The exchange has proposed listing Fidelity's Wise Origin Bitcoin Trust, saying in its filing that concerns about potential manipulation of a Bitcoin ETF have been 'sufficiently mitigated.'

By Bloomberg
Brokers raise billions for green land deals IRS calls tax scams
ALTERNATIVES MAY 07, 2021
Brokers raise billions for green land deals IRS calls tax scams

Expanded government crackdowns on syndicated conservation easement land deals are creating financial and legal headaches for some wealthy investors.

By Bloomberg