Alternatives

Displaying 4041 results
Bitcoin above $46K as ETF inflows endure
ALTERNATIVES FEB 09, 2024
Bitcoin above $46K as ETF inflows endure

The curious 'halving' event in April is also starting to impact value.

By Bloomberg
KKR sees 'trillions' of retail investor dollars moving to alts
ALTERNATIVES FEB 07, 2024
KKR sees 'trillions' of retail investor dollars moving to alts

'Mass affluent individual investors historically have not had an easy way to access these types of products and strategies,' senior KKR executive says.

By Bruce Kelly
After SEC OK, US bitcoin ETFs saw $30B in new money ‘almost overnight’
ALTERNATIVES FEB 05, 2024
After SEC OK, US bitcoin ETFs saw $30B in new money ‘almost overnight’

Report reveals inflows that were extremely positive, but still ‘underwhelming’ compared with the Canadian experience.

By Leo Almazora
Baby boomers the next frontier in booming bitcoin ETF space
ALTERNATIVES FEB 04, 2024
Baby boomers the next frontier in booming bitcoin ETF space

ETF firms stage an advertising offensive in the race for differentiation

By Leo Almazora
LPL’s gatekeeper wary of bitcoin-ETF hype
ALTERNATIVES FEB 04, 2024
LPL’s gatekeeper wary of bitcoin-ETF hype

The firm's head of wealth management solutions plans to assess the new funds' first three months of trading before deciding which to make available on its trading platforms.

By Bloomberg
David Canter joins CAIS as strategic advisor
ALTERNATIVES FEB 02, 2024
David Canter joins CAIS as strategic advisor

Alternative investments platform reaffirms support for RIAs as it taps industry veteran.

By Leo Almazora
LPL's Bill Dwyer is back, and he's pitching AI
TECHNOLOGY FEB 01, 2024
LPL's Bill Dwyer is back, and he's pitching AI

'Bill Dwyer is a terrific senior executive and leader, and I can’t wait to see what he does here,' says another executive.

By Bruce Kelly
State regulators oppose bill to allow private markets access through advisors
ALTERNATIVES JAN 31, 2024
State regulators oppose bill to allow private markets access through advisors

This idea may result in investors paying higher fees without requisite returns, argues state regulator.

By Mark Schoeff Jr.
Another trough coming in 2024 for boom-and-bust non-traded REITs
ALTERNATIVES JAN 31, 2024
Another trough coming in 2024 for boom-and-bust non-traded REITs

Non-traded real estate investment trusts face a well-documented set of challenges, including sharply rising interest rates and headlines about half-empty office buildings.

By Bruce Kelly
'We’re scrambling to figure out spot-bitcoin ETFs,' says industry exec
ALTERNATIVES JAN 30, 2024
'We’re scrambling to figure out spot-bitcoin ETFs,' says industry exec

Many broker-dealers still have plenty of work to do regarding new product.

By Bruce Kelly
Bitcoin ETFs in 401(k)s a useful diversifier, proponents say
RETIREMENT PLANNING JAN 30, 2024
Bitcoin ETFs in 401(k)s a useful diversifier, proponents say

Such ETFs could become a small component of target-date funds.

By Emile Hallez
Giant conflicts alleged involving a former advisor
ALTERNATIVES JAN 30, 2024
Giant conflicts alleged involving a former advisor

'I worked my whole life trying to save for now, and I can't retire,' says Galia Meiri, one of the advisor's clients.

By Bruce Kelly
Will REITs continue to roil investors in 2024?
ALTERNATIVES JAN 29, 2024
Will REITs continue to roil investors in 2024?

It used to be elevators were the only things that rose and fell so regularly when it came to buildings. Now it’s the shares of the companies that own them

By Gregg Greenberg
Advisors not done with alternatives despite bull run
ALTERNATIVES JAN 25, 2024
Advisors not done with alternatives despite bull run

The run-up in stocks raises the question of whether advisors should start reducing their stakes in those illiquid alternatives that once provided them safe harbor.

By Gregg Greenberg
Citi launches $2B private lending solution with LuminArx Capital
ALTERNATIVES JAN 19, 2024
Citi launches $2B private lending solution with LuminArx Capital

The two firms' capabilities aim to provide a differentiated offering.

By Steve Randall
Wells Fargo Advisors to sell new bitcoin ETFs
ALTERNATIVES JAN 12, 2024
Wells Fargo Advisors to sell new bitcoin ETFs

'We’ve made significant investments the last few years across our franchise to better serve our customers, and help drive growth,' says Wells CFO Mike Santomassimo.

By Bruce Kelly
With the bitcoin ETF out of the bag, advisors weigh in
ALTERNATIVES JAN 12, 2024
With the bitcoin ETF out of the bag, advisors weigh in

Advisors offer their opinions on investing in crypto now that the long-awaited bitcoin ETFs have started trading.

By Gregg Greenberg
JPMorgan anticipates $30B of private credit will change hands this year
ALTERNATIVES JAN 12, 2024
JPMorgan anticipates $30B of private credit will change hands this year

Nascent secondary market is expected to see record pace of activity as investors seek liquidity.

By Bloomberg
Broker-dealers and bitcoin ETFs: To sell or not to sell?
ALTERNATIVES JAN 11, 2024
Broker-dealers and bitcoin ETFs: To sell or not to sell?

'Financial advisors don’t understand bitcoin,' one senior executive notes. 'It's a disaster waiting to happen.'

By Bruce Kelly
Bitcoin ETF trades top $3B in ‘ground-breaking’ first day
ALTERNATIVES JAN 11, 2024
Bitcoin ETF trades top $3B in ‘ground-breaking’ first day

Demand soars but gauging the level of interest from advisors likely to come later as more broker-dealers list the funds.

By Bloomberg