Results for "alternative investments"

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Millennials finally ready to invest sustainably

September 13, 2019

Wealthy millennials are finally thinking about investing in sustainable companies almost as much as they shop for socially conscious products in stores, according to a survey released Thursday. About 95% of millennials — which the survey classified...

How gold could replace bonds as a portfolio diversifier

September 11, 2019

Instead of trying to navigate the freewheeling price of gold over various market cycles, financial advisers might be better served by focusing on the precious metal's lack of correlation with other investments. That's the basic premise of a...

Time is running out on opportunity zones — but there's limited choice

September 5, 2019

Time is running out to get the biggest tax break from opportunity zones, but there's one snag for financial advisers: They don't see a lot of compelling investment options for clients. "The deals haven't worked out to be that great," said Leon...

SEC censures, penalizes Utah hybrid $150,000 for improper alts sales

September 4, 2019

The Securities and Exchange Commission has censured Lefavi Wealth Management, a hybrid firm in Salt Lake City, Utah, managing $303 million, and required it to pay a $150,000 penalty for breaching its fiduciary duty and failing to make necessary...

VanEck, SolidX offer ETF-like Bitcoin product

September 4, 2019

VanEck Securities Corp. and SolidX Management, a duo that have unsuccessfully petitioned the Securities and Exchange Commission for over a year to approve an exchange-traded fund that invests in Bitcoin, have found a workaround for some large...

$21 billion advisory firm is expanding to Europe

September 3, 2019

Tiedemann Advisors, which oversees about $21 billion in assets, is expanding outside the U.S. for the first time to better serve the cross-border needs of its high-net-worth clients and add customers abroad. The wealth management firm's new...

Opening an IRA just for alternative investments

August 30, 2019

With market volatility picking up as stocks hover near record highs, at least one platform is hoping to tap into investor fears by offering direct access to alternative investments in retirement accounts. Nashville, Tenn.-based Alto Solutions...

ESG data getting better as the market matures

August 21, 2019

As management consultant Geoffrey Moore has observed, "Without big data, you are blind and deaf in the middle of a freeway." Historically, that's been the most challenging part of investing using environmental, social and governance factors,...

Faith-based funds attract loyal investors

August 20, 2019

Applying religious screens to mutual funds and ETFs is sometimes compared to investing with one hand tied behind your back, but that's just fine for a large and growing number of investors. "If people are really interested in faith-based investing,...

Ex-broker in South Florida pleads guilty in Castleberry Financial fraud case

August 19, 2019

A one-time South Florida broker with 15 years of experience in the securities industry pleaded guilty for his role in a $3.6 million investment scheme called Castleberry Financial Services. The former broker, Scott P. Strochak, 58, had worked...

IRS sends second round of warnings to crypto investors

August 16, 2019

Some cryptocurrency investors are receiving a new round of letters from the Internal Revenue Service telling them that their federal tax returns don't match the information received from virtual currency exchanges, a new front in the agency's...

Bitcoin clobbered in market sell-off

August 15, 2019

Bitcoin is quickly losing the refuge designation that some advocates bestowed on it in recent weeks as the largest cryptocurrency joins the global slide in riskier assets. Smaller rivals tumbled even further. After rallying while U.S. equities...

Ladenburg Thalmann invests in impact investing startup

August 13, 2019

Ladenburg Thalmann's latest technology investment is going to Newday Financial Technologies, a startup focused on providing millennials with low-cost impact investing strategies. Newday is an asset management firm that develops investment funds...

GPB adds class action lawsuit to list of woes

August 6, 2019

GPB Capital Holdings, the private placement manager already mired in investigations and lawsuits, is now facing a potential class action lawsuit from disgruntled investors seeking financial information about its funds. Filed by two investors...

3 tips for the doomsday investor

August 2, 2019

Opinions on climate change vary drastically from person to person. Discussing the appropriate course of action can also often be obfuscated by tangentially impacted circumstances, like the massive lifestyle changes that first-world citizens...

Low-cost gold ETFs introduce new fiduciary challenge

July 23, 2019

As threats of a global trade war and bond yields' move into negative territory spark renewed interest in gold as a portfolio ballast, financial advisers are faced with new choices among a growing list of gold-related exchange-traded funds that...

Senate Republicans seek allowances for RIAs to manage pooled crowdfunding money

July 19, 2019

Senate Republicans are asking the Securities and Exchange Commission to expand the ability of small businesses to raise capital from ordinary investors by involving investment advisers. In a letter to SEC chairman Jay Clayton on Thursday, Republican...

Surging demand turns solar panels into the hottest summer investment

July 10, 2019

Investments in solar energy have been shining brightly this year, and it's not just the summer heat wave that's pushing these stocks and funds to double- and triple-digit gains. The 56.6% surge from the start of the year in the $390 million...

Embracing the highs and lows of cannabis investing

July 9, 2019

When it comes to investing risks and opportunities, there is currently nothing quite like cannabis. While its recreational use is still illegal at the federal level, the momentum behind a push to regulate marijuana alongside alcohol is unmistakable....

SEC commissioner Jackson seeks data on potential harm of easing rules for private placements

July 1, 2019

SEC commissioner Robert Jackson Jr. voted in favor of publishing for comment a 211-page document on easing rules surrounding investments in unregistered securities. But he has qualms about allowing ordinary investors to participate in private...

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