Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Clients Are Asking About Crypto. Does It Have a Place in Retirement Portfolios?
By Rob BurgessThe client curiosity is there, and the industry is increasingly taking notice.
April 20, 2026
SEC, CFTC Propose Narrowing Hedge Fund Reporting RequirementsThe regulators plan to raise the threshold for all filers from $150 million in private fund AUM to $1 billion.
April 20, 2026
SEC Asks Court to Toss Accredited Investor Rule SuitA complaint, brought in September, challenges the income and net worth thresholds in the agency's accredited investor definition.
April 20, 2026
Stifel Settles With Investors in Structured Notes CaseThe investors won a $133M arbitration award tied to barred broker Chuck A. Roberts' risky strategy.
April 20, 2026
12 U.S. Cities Where Home Values Fell Most in a YearPrices fell in 70% of big cities between 2025 and 2026, SmartAsset finds.
April 16, 2026
Private Markets Belong in 401(k)sThe defined contribution retirement system should reflect how modern capital markets actually function.
April 16, 2026
Schwab Rolling Out AI Initiatives for Advisors, InvestorsPortfolio Insights is planned for May, an investor AI assistant for June.