At least one critic of the newfangled REITs is not convinced they can weather the storm in commercial real estate.
Hedge funds with at least $1.5 billion in assets now have to report significant investment losses and withdrawals to the SEC within 72 hours.
Legislation recently approved by a House committee would deem the clients of investment advisors to be accredited investors.
Clients with IRAs at Equity Trust can now invest directly in alternative investments on Yieldstreet through a new platform called WealthBridge.
With cheerleaders on the left and critics on the right, the chair of the Securities and Exchange Commission stays focused on what matters.
For a lot of investors, moving beyond the classic allocation of 60% stocks and 40% bonds will mean a bigger allocation to alternatives and other active strategies.
The legislation would amend the definition of accredited investor to include people who have certain licenses, education or experience.
The investments may fit the times, but lack of choice and transparency, and liability fears help explain why some are dissatisfied with the offerings.
The integration provides advisors with proposal generation tools, analytical features, trading workflows and the ability to integrate data on structured investments into client reports.
According to Nationwide’s eighth annual Advisor Authority survey, four in 10 investors believe that the US is already in a financial crisis and three in 10 believe the U.S. is approaching one.
Fidelity research shows a trend toward de-risking and an increased focus on diversification in the portfolios advisors build for their clients.
Republicans on the House Financial Services Committee questioned the SEC leader about the roughly 50 rules the agency has proposed over the past two years.
The agreement between Advisor Group and CAIS on sales of alternative investments, and the revenue such sales would generate, is the crux of the matter.
Most advisors are avoiding recommending cryptocurrencies to their clients, a CoreData Research survey found.
As some of the worst performers of 2022 rebound in the first quarter, the outlook for the financial markets looks rosy.
Finra arbitrators order the firm and a broker to pay about $500,000 to a former McDonald's franchise owner after an options trading snafu.
Advisors evaluating alts for their clients should focus on what clients want to achieve as part of a well-diversified portfolio and understand their clients' cash flow requirements.
Open claims against the Iowa-based broker-dealer totaled $32.1 million at the end of 2022, eight times what it reported a year earlier, according to an SEC filing.
Crypto experts say distributions via blockchain technology will soon be commonplace.
The real estate trust, which has limited redemptions for a fifth straight month, had already hit 2% monthly limits in January and February.
