Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
How Taxation of Life Settlement Proceeds Works Now
By Wm. Scott PageThe size of the tax bill depends partly on the health status of the client.
February 08, 2023
'Accredited Investor' Definition Sparks House DebateAt issue: the SEC's plan to update in April the financial thresholds defining who qualifies.
February 08, 2023
14 U.S. Cities Where Even Affluent Residents Are Choosing to RentThe number of high-income renters in these cities more than doubled in five years, according to RentCafe.
February 07, 2023
SEC Reveals Top Exam Priorities for 2023The new Marketing Rule is one compliance area that tops the list.
February 06, 2023
Many Advisors Have No Idea What Life Policy Assets Are Worth: Jay JacksonThe Abacus Life CEO estimates the gap lowers those advisors' assets under management by about 6%.
February 06, 2023
Vanguard: Commodities Can Offer Outsize Inflation HedgeThey may be a better inflation hedge then equities, especially for investors with short time horizons, Vanguard finds.
February 03, 2023
Merger to Create $73B Alternative Investment FirmFS Investments and Portfolio Advisors did not immediately disclose the financial terms of their deal.
February 02, 2023
15 Hottest Up-and-Coming Housing MarketsThese housing markets are affordable and their local economies are thriving but not overcrowded, according to Realtor.com.