Results for "alternative investments"

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Retail derivatives that pay out in bitcoins approved by CFTC

June 25, 2019

Small U.S. retail investors will soon be able to buy derivatives that pay out with bitcoins. LedgerX, a U.S.-regulated bitcoin derivatives exchange and clearinghouse, won approval from the Commodity Futures Trading Commission to serve as a designated...

GPB paid B-Ds and reps steep commissions to sell troubled private placements

June 24, 2019

Broker-dealers and their reps who sold private placements for GPB Capital were paid tens of millions of dollars in commissions, but now must face clients whose investments have dropped in value dramatically. According to a GPB document sent...

Should financial advisers be paying more attention to private equity?

June 24, 2019

Excitement for greater access to private-equity investments was sparked by a Wall Street Journal story Monday that The Vanguard Group may be pondering a move into the space. While the $5.2 trillion Malvern, Pa.-based asset manager told InvestmentNews...

GPB Capital reports decline in value of two biggest funds

June 21, 2019

In a blow to investors, GPB Capital on Friday reported significant losses in the value of its investment funds, which are in the form of private partnerships that invest primarily in auto dealerships and waste management businesses. The two...

DoubleLine CEO Gundlach sees golden opportunity to hedge market risk

June 19, 2019

As fears of an economic slowdown and a recession continue to climb, including new signs that the Federal Reserve​ is​ on track to cut interest rates later this year, financial advisers are revisiting the pros and cons of turning to gold...

SEC exploring how to give more investors access to private placements

June 18, 2019

The Securities and Exchange Commission is looking for ways to allow more investors to buy unregistered securities and enable emerging companies more easily to raise capital. The agency issued a concept release Tuesday that examines ways to "simplify,...

Wealthy families are adding forests to their portfolios

June 17, 2019

Tom Crowder spent much of his two-year career in the NFL running away from men who weighed upwards of 300 pounds. These days? He worries about bears and snakes. As a senior vice president at Bank of America Corp., Mr. Crowder spends most days...

Fidelity's National Financial raises more questions about GPB private placements

June 17, 2019

National Financial Services, the clearing and custody unit of Fidelity Investments, is telling broker-dealer clients they have 90 days to move private placements issued by beleaguered GPB Capital off its platform or work with the custodian as...

The new paradigm of portfolio construction

June 13, 2019

Current thinking about the best way to construct investment portfolios stems from seminal events in 1952, 1993 and 1605. Yes, 1605. That was the year when perhaps the cornerstone of portfolio construction — the value of diversification —...

As market indicators go, the president trumps everything

June 6, 2019

Whether you like him or not, President Donald J. Trump is having a measurable impact on the financial markets, although maybe not in the ways he expects or would prefer. "Trump has a particular talent for causing wedges, driving markets and...

FS Investments and KKR merging more BDCs

June 4, 2019

FS Investments and KKR Credit Advisors are once again working on merging various business development companies, this time combining four nontraded BDCs into one publicly traded one. Plans call for the merged BDC, with $9 billion worth of assets,...

Investors start to sue broker-dealers that sold GPB private placements

May 7, 2019

Individuals are starting to file arbitration claims against broker-dealers that sold private placements packaged by GPB Capital, which raised $1.5 billion from investors and is under investigation by state and federal authorities. GPB is facing...

Is time running out for advisers who sold GPB private placements?

May 2, 2019

Financial advisers and broker-dealers that sold $1.5 billion of high-risk private placements offered by GPB Capital Holdings should brace for the worst. A year ago, GPB Capital was supposed to file registration forms with the Securities and...

Massachusetts charges adviser with concealing information in marijuana deals

April 17, 2019

Massachusetts securities regulators have charged a state-licensed investment adviser representative with various forms of misconduct in an investment scheme involving medical marijuana ventures. (More:​ Advisers struggle with the highs and...

Sales of unregistered securities are a growing problem that's harming investors — and the industry

April 13, 2019

To an investor, Castleberry Financial Services Group's promise of up to a 12.2% annual yield on the alternative investment fund it was selling might have seemed awfully tempting. So might the assurance that your principal would be insured and...

A digital twist on investing in rare collectibles

April 12, 2019

Investors often turn toward luxury collectibles like expensive cars and paintings as alternative investments. But owning physical assets doesn't always make sense, even for the ultra-wealthy. A car-loving billionaire, for instance, may be looking...

You won't believe how some advisers are hedging market risk

April 11, 2019

As stock market volatility starts creeping higher, some financial advisers are reading the signals and adjusting client portfolios to try to hedge the risk of a market pullback like the one investors experienced at the end of last year. "We're...

Consider the alternative

April 8, 2019

Think about the characteristics that make a strong portfolio: diverse, cost-efficient, tax-efficient, risk-managed. These qualities should be true of every portfolio, no matter the size or an individual's risk profile. The clients we meet with...

Alternative strategies earn their keep over six months of market extremes

April 3, 2019

It has been at least five years since Dick Pfister can recall a six-month period that has been so favorable to alternative investment strategies. Mr Pfister, founder and president of AlphaCore Capital, a firm that allocates between 15% and 30%...

Brookfield buys Oaktree to build an alternatives giant

March 13, 2019

Brookfield Asset Management Inc. agreed to buy a majority stake in Oaktree Capital Group, a combination that would rival Blackstone Group as the world's largest alternative money manager. Brookfield will acquire a 62% stake in Oaktree in a cash...

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