Alternative Investments

Displaying 1402 results

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Don’t worry about inflation, but do prepare for it

Portfolio managers debate the best way to hedge inflation risk while also downplaying the likelihood of rising prices.

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iCapital Network builds out alternative investments with Axio acquisition

The addition of Axio Financial will add structured notes to the iCapital platform, marking the first product technically available to retail investors.

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GPB sells top auto-dealership asset for $880 million

The deal looks like a positive development for confused and cash-starved investors and financial advisers who sold the private placements.

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SALT conference panel demystifies crypto custody concerns

Crypto custodians must provide the same types of institutional infrastructure available to any other asset classes.

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How crypto is attracting millennial millionaires to financial advice

SALT conference panelists say millennials' heightened interest in crypto investing comes amid the largest generational transfer of wealth.

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iCapital offers digital currency investing via Grayscale

iCapital’s advisers can access digital currency investments for their clients through a Grayscale diversified market-cap weighted investment.

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Tech platforms ease investing in alts

Technology is opening up access to alternative investments, often getting around high minimums by combining multiple, smaller investments into a single fund.

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Alts may provide the lift 60-40 portfolios need

As the traditional blend of stocks and bonds is undermined by persistently low interest rates, advisers are turning to alternative investments to achieve both higher returns and diversification. But alts pose their own challenges.

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Coinbase threat demonstrates Gensler’s focus on taming crypto

The agency has said that it will sue the exchange if Coinbase lets customers earn interest on their digital tokens.

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RIA makes lowball offer for former Schorsch BDC shares

MacKenzie Capital is offering investors of Business Development Corp. of America $2.50 per share compared to its recent value of $7.43.

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GOP challenges SEC chief’s bid to regulate cryptocurrency

Rep. Patrick McHenry, R-N.C., argues that Gensler’s appeal to Congress for jurisdiction over cryptocurrency regulation is a 'power grab.'

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Senate vote gives advocates for real estate tax break hope of protecting it

Lawmakers could decide to limit like-kind property exchanges as a way to pay for Biden administration spending priorities.

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MassMutual indie broker-dealer to offer Bitcoin fund to clients

MML Investors Services has entered into a placement agent agreement with NYDIG, a provider of technology and investment solutions that focuses on Bitcoin.

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F.L. Putnam acquires Atrato Advisors

The purchase of the investment boutique will provide the RIA with expertise in alternatives.

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Cryptoasset platform Onramp Invest raises $6 million

The San Diego tech firm will use the funds to expand its offerings to RIAs and explore registering as a broker-dealer.

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Bill mandating SEC test for accredited investors draws criticism

Legislation by Rep. Patrick McHenry, R-N.C., would allow anyone who passes the agency's exam to purchase unregistered securities, but credentialing groups are concerned about the mechanism for becoming a sophisticated investor.

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Alternative investments platform iCapital lands $440 million in fresh funding

Assets serviced by iCapital have exploded to $80 billion across more than 780 funds to date, up from $46 billion in March 2020.

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Alternative investment sales skyrocket in 2021

Sales of such alternative investments are so strong, they have already surpassed last year's total of close to $27 billion, and are tracking to nearly double that amount by year end.

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Bitcoin nears $40,000 as shorts fuel rally on Amazon speculation

The cryptocurrency's gains were sparked by speculation that Amazon might eventually accept Bitcoin as a method of payment.

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Cashing in on the collectibles craze

Baseball cards, wine, even dinosaur bones can help diversify a portfolio, as demand for the items surged during the pandemic.