Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Trump's $1.4B Haul Makes Him Biggest U.S. Crypto Moneymaker
By Ryan WeeksCrypto was the largest source of income disclosed in his filing for 2025, which also detailed revenue from hotels, golf resorts and other businesses.
June 26, 2026
Crypto's ETF Boom Gets $4.5B Reality Check in Brutal WeekThe industry is now having a hard time attracting back capital as investors large and small find more enticing opportunities in AI.
June 26, 2026
PRO
Tax Issues to Consider When Investing in AlternativesImplications, both favorable and unfavorable, vary by the type of asset and how and where clients hold it.
June 25, 2026
Debate: Should Gold IRAs Be Part of a Retirement Portfolio?With inflation persisting, many clients have turned to commodities-based investments as a historically reliable asset choice.
June 23, 2026
PRO
Case Study: Guiding a Military Widow Through Finances and TraumaAsset allocation and long-term financial structures aren't necessarily the immediate priority, planner Daniel M. Kopp says.
June 22, 2026
Stifel Pays $3M to Settle Claim Over Barred Broker's Structured Notes StrategyAfter a $133 million award in April, the firm faces up to 19 additional complaints tied to Chuck Roberts.
June 22, 2026
PRO
The True Costs of Retirement Communities, and How Advisors Can HelpCosts for developments like The Villages go far beyond the sticker price, but they can be managed with careful planning.
June 17, 2026
Semiliquid Funds Soar to $600B as Private Credit Loses Steam: MorningstarEvergreen assets, research finds, are entering a new phase as investor demand shifts and top risks become more apparent.