Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
SEC Charges 'Recidivist Securities Laws Violator' in Cannabis Firm Offerings
By Jeff BermanGeoffrey Thompson has sold more than $19 million in unregistered securities for the firm, the SEC says.
August 26, 2020
A Clear Path to Client Satisfaction: Add Alpha, Stay InvestedLower returns in equities and fixed income mean advisors have to get creative.
August 26, 2020
The Top BDs of 2020 Sound Off on Private EquityLeaders of the four top firms describe what they see as PE's downsides vs. the upsides of being ownership-based.
August 25, 2020
Pershing Streamlines Alts Offerings for AdvisorsThe clearing and custodial firm has integrated its technology with the CAIS and iCapital Network platforms.
August 19, 2020
Wealthy Families Raise Their VC Investment ProfileNine in 10 families favor co-investing with other families and venture funds, a survey finds.
August 12, 2020
Forget Hedge Funds: Direct Investments Surging Among Family OfficesSingle-family offices are especially assertive in seeking direct opportunities, Schwab and FINTRX find.
August 10, 2020
T. Rowe Teams With State Street on Active ETFs: Portfolio ProductsAlso, WisdomTree makes enhancements to its high growth ETF.
August 05, 2020
Peter Mallouk Tells 'The Mooch' Why Private Equity Loves RIAsThe Creative Planning CEO talked to SkyBridge Capital's Anthony Scaramucci about the outlook for indie advisors and reacting to the pandemic.