Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
IRS' New 199A Real Estate Safe Harbor: Bloink & Byrnes Go Thumb to Thumb
By William H. Byrnes | Robert BloinkIs the proposed Revenue Procedure that would provide a safe harbor for rental real estate businesses good?
February 11, 2019
AssetMark Launches 'Bucketed' Framework for Retirement Clients: Portfolio ProductsMeanwhile, Catalyst Funds debuted a fund that invests in securities backed by assets like aircraft, student loans and mortgages.
February 08, 2019
Big Investors Demand Alt Investment Firms Hire More WomenThe firms appear to be listening, according to KPMG.
February 07, 2019
What Does 'Moderate Risk' Mean? Depends on Where You LiveNatixis' annual Global Portfolio Barometer offers insights into model portfolios and asset allocation decisions from across the world.
February 07, 2019
A Sustainable Robo-Advisor That Wants to Redefine Corporate SuccessNewday favors companies that value employees and suppliers as much as their shareholders.
February 07, 2019
SIMON Says It's Offering a 'Single Solution' for Structured ProductsPlatform launched by Goldman now includes multiple issuers; will expand to annuities in Q2.
February 06, 2019
Ric Edelman to Cut Ties With BitwiseEdelman wants to avoid potential conflicts of interest with his clients that could arise in the future.
February 06, 2019
Trump's 'Opportunity Zones' Tax Break Is Under Assault in NYA state senator whose district includes the site for Amazon's planned office building wants to curb the benefit for developers.