Displaying 3706 results
RIA calls bias against Bitcoin unfounded, outdated
"They don't understand how Bitcoin has an enhanced Sharpe ratio and benefits overall volatility in a portfolio,” according to one RIA.
Alts platform CAIS secures another partnership
The leading alternative investments provider is helping Captrust, the $800B wealth juggernaut, provide a better experience for advisors.
There’s a gender gap in emerging tech investment
Fintech platform’s poll shows men more likely than women to dive into crypto, blockchain, and alternative assets.
Advisors weighing real estate options as rates remain elevated
Demand for office space is down as employees that were coming in five days a week are now coming in only three or four days.
Gold retreats from near record despite Middle East tensions
Short-term speculators help push bullion above $2,400.
Bitcoin halving may disappoint this time
The historical rise post-halving may already be baked into the higher price.
RIAs considering more private credit in portfolios: Study
Advisors like its high yield potential, better risk-adjusted returns and diversification benefits, according to the survey.
Bankrupt GWG bonds not right for anyone: Finra arbitrator
By 2020, 'GWG had shown years of losses and large negative cash flows,' a securities arbitrator writes.
Summit sharpens HNW focus with souped-up alts platform
RIA unveils partnerships with leading tech and alts providers to arm advisors with a range of alternative investment options.
Arete Wealth pays out $1.1M in arb claims to start 2024
"We have a handful of open cases against Arete Wealth, and some involve Center Street, as well," says a plaintiff's attorney.
Cryptos gain as Hong Kong greenlights bitcoin, ether ETFs
It's the latest step in trying to rebuild its financial hub status.
iCapital strikes private-credit partnership with Bain
Fintech platform for alts is teaming up with global credit manager to extend its reach among advisors and high-net-worth investors.
Gold rises to more than $2,400 amid Middle East tensions
Bullion is seen as a better hedge than government bonds.
Poor REIT sales signal potential cuts in valuations
'The problem is, when an NAV gets shaved, advisors and investors get pissed off,' one executive says.
Baird simplifies alts platform with new CAIS partnership
The firms are deepening their longtime tech collaboration to create a unified alternative investments solution for Baird's more than 1,300 advisors.
Advisors weigh PE allocations in face of rising rates
If the typical PE firm employs leverage and the cost of borrowing rises, it would make sense that higher interest rates would cut into its returns.
Blackstone deal for apartment REIT signals opportunities
'It looks like Blackstone is value-investing and hunting,' a senior industry executive says.
James Caan estate case highlights rollover rules advisors need to know
An offer the IRS refused! The estate owes nearly $1 million in taxes and penalties.
Another new high for gold ahead of US inflation data
Stats will be revealed later this week.
SEC seeks input on spot ether ETFs, whose future is hardly certain
The SEC could put extra scrutiny on products that benefit from ether's proof-of-stake consensus mechanism, although most ETF applicants may not get the staking benefits in their funds.
