Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Opportunity Zones Under Fire in Congress
By Bernice NapachLawmakers are introducing bills and initiating investigations focused on alleged preferential tax treatment for billionaires and the well-connected.
November 01, 2019
FINRA Orders Raymond James to Pay $3.1M to Investors Over MLPsAll-public arbitration panel cites infractions related to investments in oil and gas master limited partnerships and unit investments trusts.
October 29, 2019
When Client Assets Include Sports MemorabiliaAdvisors can help clients understand that not protecting their special collections could mean big penalties.
October 28, 2019
Morgan Stanley: VCs Neglect Women and Minorities, and It's Hurting ReturnsA survey shows that venture capitalists — famously data driven — need to do more research.
October 25, 2019
Ex-SEC Staffer Charged With Stealing Information to Get Private Equity JobBefore leaving the SEC, Michael Cohn improperly accessed information about an investigation into GPB Capital, the DOJ says.
October 24, 2019
Goldman, L.A. Pension Group Drop Fisher, Pushing Redemptions to $2.7 BillionThe developments emerge roughly two weeks after Ken Fisher made lewd remarks at an industry event.
October 24, 2019
Schwab Launches Alternative Investment PlatformiCapital Network is the first third-party platform to join the Schwab Alternative Investment Marketplace.
October 23, 2019
Can REITs Make Your Client Portfolios Complete?A look at the types of REITs and their benefits and risks.