Alternatives

Displaying 3993 results
Hedge funds win with Texas court decision scrapping SEC Treasury Dealer rule
INVESTING ALTERNATIVES NOV 21, 2024
Hedge funds win with Texas court decision scrapping SEC Treasury Dealer rule

The ruling marks the latest setback for the Securities and Exchange Commission's efforts to tighten its regulation of the alternative investment space.

By Bloomberg
Survey finds clients' crypto allocations are continuing to grow
INVESTING ALTERNATIVES NOV 19, 2024
Survey finds clients' crypto allocations are continuing to grow

Latest DACFP snapshot advisor poll finds clearer signals of positive sentiment and intentions towards digital assets.

By Leo Almazora
Blackstone enters $8B deal for fast-casual giant Jersey Mike's Subs
INVESTING ALTERNATIVES NOV 19, 2024
Blackstone enters $8B deal for fast-casual giant Jersey Mike's Subs

The private equity behemoth's acquisition deal for America's second-largest sandwich chain marks its latest expansion into the franchise business.

By Leo Almazora
Listings down and election over, advisors see opportunity in VC funds
INVESTING EQUITIES NOV 18, 2024
Listings down and election over, advisors see opportunity in VC funds

Now that the election is in the rearview mirror, wealth managers see a potential step-up in IPOs and M&A benefiting venture investors.

By Gregg Greenberg
Not all advisors on bitcoin bandwagon, despite record returns
INVESTING ALTERNATIVES NOV 14, 2024
Not all advisors on bitcoin bandwagon, despite record returns

Bitcoin may be hitting all-time highs, but that's not fazing some advisors who still view the cryptocurrency with skepticism.

By Gregg Greenberg
Could private equity be a benefit for DC plans?
INVESTING RETIREMENT PLANNING NOV 14, 2024
Could private equity be a benefit for DC plans?

Morningstar Retirement report unpacks the challenges and opportunities from adding private market fund exposure to defined contribution plans.

By Leo Almazora
Sotheby's pays $6.25M in tax evasion probe
INVESTING ALTERNATIVES NOV 14, 2024
Sotheby's pays $6.25M in tax evasion probe

Employees at the auction house nudged wealthy clients to use questionable strategies in order to dodge millions in taxes, according to New York's attorney general.

By Bloomberg
Could the gold rally recover from the Trump speed bump?
INVESTING ALTERNATIVES NOV 12, 2024
Could the gold rally recover from the Trump speed bump?

The yellow metal has dipped to a near-two month low amid a spike in bond yields, a more bullish economic outlook, and a wider post-election pivot.

By Leo Almazora
Finra fines Michigan BD over GPB supervision failures
INVESTING ALTERNATIVES NOV 05, 2024
Finra fines Michigan BD over GPB supervision failures

Investigation finds the firm's reps recommended high-risk limited partnerships to six clients, including five seniors, contrary to its policies.

By Leo Almazora
Mega-cap tech stocks have changed systematic investing, says Invesco
INVESTING EQUITIES NOV 05, 2024
Mega-cap tech stocks have changed systematic investing, says Invesco

Global survey of investors points to benefits of factor investing, shortening performance horizons, and a rise in alternative asset classes.

By Leo Almazora
State Street is in the market for a private credit manager
INVESTING ALTERNATIVES NOV 05, 2024
State Street is in the market for a private credit manager

The money manager is looking to get a foothold in the private debt or infrastructure space in a race for a share in the rapidly growing alternative asset space.

By Leo Almazora
Apollo's private-ETFs push to face SEC scrutiny
INVESTING ALTERNATIVES NOV 01, 2024
Apollo's private-ETFs push to face SEC scrutiny

The novel structure could add even more fuel to the $1T market for US-listed ETFs, but it's also drawing concern from experts and investor advocates.

By Bloomberg
KKR, Capital Group team up to launch funds for rich investors
INVESTING ALTERNATIVES OCT 30, 2024
KKR, Capital Group team up to launch funds for rich investors

The alliance aims to package "the best of both" private and public investments into a new hybrid category.

By Bloomberg
iCapital seals deal to scoop up AltExchange
INVESTING ALTERNATIVES OCT 30, 2024
iCapital seals deal to scoop up AltExchange

The alts-focused wealth tech giant is looking to ramp up its data management capabilities with an AI-driven solution courtesy of its latest strategic acquisition.

By Leo Almazora
CAIA expands UniFi learning platform with PE microcredential
INVESTING ALTERNATIVES OCT 29, 2024
CAIA expands UniFi learning platform with PE microcredential

The association's latest alts education offering gives advisors a self-paced exploration of private equity categories, evolving PE vehicles, and their place in portfolio construction.

By Leo Almazora
Bitcoin surge has advisors once again answering questions
INVESTING ALTERNATIVES OCT 28, 2024
Bitcoin surge has advisors once again answering questions

Clients are starting to take notice as the cryptocurrency flirts with record highs.

By Gregg Greenberg
Robinhood wades into event trading with Harris and Trump contracts
INVESTING ALTERNATIVES OCT 28, 2024
Robinhood wades into event trading with Harris and Trump contracts

The retail trading titan is offering users new ways to trade on the outcome of the hotly contested presidential election.

By Leo Almazora
Blackstone-owned Hipgnosis plots $1.47B music bond sale
INVESTING ALTERNATIVES OCT 25, 2024
Blackstone-owned Hipgnosis plots $1.47B music bond sale

The new debt issuance will be backed by royalties from chart-topping artists like Shakira, Journey, and the Red Hot Chili Peppers.

By Bloomberg
Risk is the "permanent impairment of capital"
INVESTING ALTERNATIVES OCT 25, 2024
Risk is the "permanent impairment of capital"

Wealth manager reflects on how alternatives arose from turmoil.

By Chris Davis
Advisor suspended, fined for pushing elderly clients into high-risk GPB private placements
INVESTING ALTERNATIVES OCT 24, 2024
Advisor suspended, fined for pushing elderly clients into high-risk GPB private placements

Recommendations of more than $800k in limited partnerships led to unsuitably large concentrations of alts in their portfolios, Finra finds.

By Leo Almazora