Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Raymond James to Acquire Private Equity Advisor Cebile
By Jeff BermanThe company also launched a new application for advisors and nabbed an advisor team from Wells Fargo.
May 25, 2021
This New Fund Structure Helps Retail Clients Access Private MarketsEvergreen funds address private-market obstacles, like high minimums and tax complexity, that can keep investors out.
May 24, 2021
Ray Dalio: Bitcoin's 'Biggest Risk Is Its Success'The billionaire investor says he prefers Bitcoin to U.S. government bonds.
May 24, 2021
Fed to Research Central Bank Digital CurrencyFederal Reserve Governor Lael Brainard says a CBDC "should complement and not replace currency and bank accounts."
May 21, 2021
Treasury Calls for Crypto Transfers Over $10K to Be Reported to IRSBusinesses receiving Bitcoin and other crypto assets valued at over $10,000 would need to report these transactions, as they do now with cash, the department proposes.
May 20, 2021
Debate: Should Carried Interest Tax Loophole Be Eliminated?Two professors debate this rule that gives favorable tax treatment to the compensation of private equity and hedge fund managers.
May 19, 2021
Vanguard to Expand Private Equity AccessThe asset class will first be available to eligible self-directed Vanguard clients who are accredited investors, the asset manager says.
May 18, 2021
Dynasty Launches First Crypto Options for Its AdvisorsThe firm has teamed with Eaglebrook Advisors to offer Bitcoin and other digital assets to its advisor network.