Displaying 696 results
SEC adopts rules to boost oversight of private-fund advisors
Quarterly reporting and an annual audit 'could eat into returns and be borne by investors.'
Hedge fund says US hard landing and sell-off frenzy ahead
Vantage Point Asset Management says people will be panicking.
SEC approves stronger reporting requirements for private fund advisors
Hedge funds with at least $1.5 billion in assets now have to report significant investment losses and withdrawals to the SEC within 72 hours.
Advisors express caution, enthusiasm about being gatekeepers to private markets
Legislation recently approved by a House committee would deem the clients of investment advisors to be accredited investors.
Upstart manager seeks to unseat S&P 500 by asking investors for personal data instead of fees
Delphia's unique business model hopes to drive performance by culling data provided by investors. Skeptics say it might be too clever to succeed.
Liquid alts funds see inflows while mutual funds see record outflows
With the old-school mutual fund wrapper continuing to suffer during the down-market cycle, alternative strategies represent a lone bright spot.
Republicans advocate for retirement investments in private equity, crypto
The lack of Democratic support likely would keep legislation on using alternatives in retirement plans out of the Secure 2.0 mix.
Credit Suisse fears fail to rattle US wealth management market, for now
The Swiss bank pulled out of the US financial advisory business in 2015 when it shuttered its private banking unit here.
Market pullback, recession threat send more financial advisers to alternatives
In an RIA Lab discussion of what investors should expect from alternative investments, panelists note that fees are high and liquidity is limited.
Hedge fund guru Julian Robertson dies at 90
The billionaire founder of Tiger Management became one of his generation's most successful hedge fund managers and a mentor to a wave of investors known as Tiger Cubs.
Hedge fund snaps up LPL Financial shares
Private equity investors have flooded the wealth management industry; now, it's a hedge fund's turn.
Fidelity moves into liquid alts space with two new mutual funds
The debut of the macro opportunities and risk parity strategies paves the way for an expanding alternatives lineup.
It’s not too late to join the liquid alts party, Morningstar says
Key to allocating to funds employing alternative strategies is knowing what to expect and not trying to time investments.
Finra arbitration orders D.E. Shaw to pay former manager $52 million in defamation suit
Four years after being fired for sexual misconduct, Daniel Michalow wins his defamation case against the $60 billion hedge fund.
Bank of America deepens ties to iCapital alts platform with strategic investment
The bank joins a long list of financial backers funding the $130 billion tech-savvy platform for investing in alternatives.
Economic uncertainty puts alternative investments front and center
Financial advisers say clients are asking about alternatives to the standard investments in stocks and bonds.
Hedge funds brace for $20 billion of redemptions, Citco says
Only 40% of hedge funds globally made money in the first quarter, compared with 61% in the previous three months.
Alternatives become bigger slice of client portfolios as advisers seek shelter
Financial advisers hoping to steer clients away from market volatility and economic chaos are finding comfort in less-liquid strategies.
Institutional investors back in charge of stock market as Fed awakens big money
Retail buying dwarfed by institutional selling in January as the value of daily trading rises faster than the number of shares.
SEC keeps up pressure on private fund advisers
Under Chairman Gary Gensler, the agency is taking a closer look at private equity, hedge funds.
