Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Peter Mallouk Tells 'The Mooch' Why Private Equity Loves RIAs
By Jeff BermanThe Creative Planning CEO talked to SkyBridge Capital's Anthony Scaramucci about the outlook for indie advisors and reacting to the pandemic.
July 27, 2020
Global Beta ETFs Adds 2 Factor-Based ETFs: Portfolio ProductsAlso, Van Eck Merk Gold Trust lowered its fee.
July 21, 2020
Biden's $775B 'Caring Economy' Plan to Be Funded by Real Estate TaxesThe Democratic program would bolster care for children and seniors, and it would target "like-kind" real estate exchanges.
July 21, 2020
Private Equity Firm Agrees to Acquire MajescoThoma Bravo previously owned, and sold, iPipeline.
July 20, 2020
Ex-Next Financial Rep Charged Over Risky Client InvestmentsThe former broker "used dishonest sales practices" to sell nontraded REITs and other alternative investments, state regulators say.
July 20, 2020
Franklin Templeton Expands Active ETF Lineup: Portfolio ProductsAlso, BlackRock expands relationship with Citi to enhance securities services.
July 17, 2020
Betterment Criticizes DOL Decision on Private Equity in 401(k)sIts head of 401(k) products says such investments are too expensive and complicated for 401(k) plans.
July 16, 2020
MaxMyInterest Integrates With Morningstar: Tech RoundupAlso, E-Trade launched a developer platform that will allow corporate clients to streamline services.