Investing

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Most advisors plan to dial up private markets exposures
ALTERNATIVES JUN 06, 2024
Most advisors plan to dial up private markets exposures

Survey reveals a bulk of advisors worldwide believe in the asset class – but is client ignorance holding them back?

By Leo Almazora
Ether ETFs face crucial demand test
ALTERNATIVES JUN 06, 2024
Ether ETFs face crucial demand test

Ethereum's lower profile compared to Bitcoin and tepid response from global investors muddy the outlook for second-largest token.

By Bloomberg
KKR REIT makes moves to prop up its NAV
ALTERNATIVES JUN 05, 2024
KKR REIT makes moves to prop up its NAV

'What KKR is doing is a bold move that favors the investor,' one senior industry executive says.

By Bruce Kelly
SEC's hedge fund clampdown faces setback in US court
ALTERNATIVES JUN 05, 2024
SEC's hedge fund clampdown faces setback in US court

The regulator is weighing its options after a federal appeals court ruled against its proposed fee disclosure rule.

By Bloomberg
Envestnet moves to make its UMA platform more personal
ALTERNATIVES JUN 05, 2024
Envestnet moves to make its UMA platform more personal

The wealth tech titan is tightening ties with Fidelity, BlackRock, Franklin Templeton and State Street to help advisors create tailor-made strategies.

By Leo Almazora
CEO of David Lerner faces Finra investigation over product sales
ALTERNATIVES JUN 04, 2024
CEO of David Lerner faces Finra investigation over product sales

'For a CEO to be investigated by Finra is a pretty serious red flag, traditionally,' says one attorney.

By Bruce Kelly
Fidelity looks to squeeze fees from ETF firms
ETFS JUN 04, 2024
Fidelity looks to squeeze fees from ETF firms

The investment titan's plan to extract revenue-sharing payments from ETF issuers is ruffling some feathers.

By Bloomberg
Starwood's woes reverberate to $59B Blackstone property trust
ALTERNATIVES JUN 04, 2024
Starwood's woes reverberate to $59B Blackstone property trust

Move to tighten limits on investor share redemptions has led to more withdrawal requests at rival firm.

By Bloomberg
Election uncertainty might spoil popular macro trades, says Morgan Stanley
FIXED INCOME JUN 03, 2024
Election uncertainty might spoil popular macro trades, says Morgan Stanley

Strategists at the banking giant see risks rising for four strategies as the Biden-Trump rematch draws near.

By Bloomberg
Mercer Advisors brings private market muscle to high-net-worth clients
RIAS JUN 03, 2024
Mercer Advisors brings private market muscle to high-net-worth clients

The $60B RIA unveils strategic tech partnership for new alts platform, along with new leaders in its private markets division.

By Leo Almazora
Bill Hwang looks to add Morgan Stanley probe to Archegos trial defense
ALTERNATIVES JUN 03, 2024
Bill Hwang looks to add Morgan Stanley probe to Archegos trial defense

Lawyers for the man behind the disgraced family office want to question the SEC on block-trading leaks at the New York-based firm.

By Bloomberg
SEC bars former advisor, crypto trader
ALTERNATIVES MAY 31, 2024
SEC bars former advisor, crypto trader

'Brokerage firms must broaden their horizons about what’s under scrutiny by regulators and what isn’t,' one compliance executive says.

By Bruce Kelly
Hedge fund investors are sick of paying for "skill-less returns"
ALTERNATIVES MAY 31, 2024
Hedge fund investors are sick of paying for "skill-less returns"

A coalition of pensions, endowments, and other institutional investors are demanding a change to the fees they're charged.

By Bloomberg
Apollo plots private credit push with expansion to ETFs
ALTERNATIVES MAY 30, 2024
Apollo plots private credit push with expansion to ETFs

The private asset giant is eyeing retail channels to expand its asset origination business, according to the CEO.

By Bloomberg
Arete Wealth strikes deal for California-based Portsmouth Financial Services
ALTERNATIVES MAY 30, 2024
Arete Wealth strikes deal for California-based Portsmouth Financial Services

The leading broker-dealer and RIA is adding over $800M in AUM along with a new San Francisco branch office.

By Leo Almazora
High-risk alts burn client in $1.2 million arbitration
ALTERNATIVES MAY 30, 2024
High-risk alts burn client in $1.2 million arbitration

'The positive thing about this award is that it is roughly 10 times the net out of pocket losses to the client,' says the client's attorney.

By Bruce Kelly
MassMutual strikes new alts partnership with CAIS
ALTERNATIVES MAY 29, 2024
MassMutual strikes new alts partnership with CAIS

The financial giant is tapping the leading alternatives provider as it doubles down on support for its advisors.

By Leo Almazora
Nvidia bulls run wild as leveraged ETFs amp up trading frenzy
ETFS MAY 29, 2024
Nvidia bulls run wild as leveraged ETFs amp up trading frenzy

Bears get crushed as GraniteShares fund lodges record trading volume.

By Bloomberg
Goldman builds $21B war chest for biggest-ever private credit pool
ALTERNATIVES MAY 29, 2024
Goldman builds $21B war chest for biggest-ever private credit pool

The banking giant is flaunting its muscle in the buzzy alts sector with the fifth iteration of a fund series launched in 2008.

By Bloomberg
Would-be voters are warming to crypto, says Grayscale
ALTERNATIVES MAY 28, 2024
Would-be voters are warming to crypto, says Grayscale

Poll of roughly 1,700 Americans shows interest in Bitcoin and other cryptocurrencies on the rise, with nearly half planning to raise their exposure.

By Leo Almazora