Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Natixis Funds Saw Record Asset Drop on Day of Morningstar Report
By Fabio Benedetti-Valentini, Nishant Kumar and Lucca de PaoliThe decline started when Morningstar suspended its rating on the firm's Allegro fund over concerns about illiquidity.
June 24, 2019
Vanguard Mulling Move Into Private Equity: ReportThe indexing giant is said to be talking to PE firms. This wouldn't be its first attempt to break into that space.
June 19, 2019
3 Life Distribtech Deals: SBLI, Pekin, AAASBLI is working with Lifefy to sell term life online.
June 19, 2019
Galvin to Sweep Pot Investments in MassachusettsThe Massachusetts Securities Division is seeing an uptick in marijuana-related fraud cases.
June 19, 2019
How We Came Full Circle on OwnershipBuying back a firm takes patience and planning. In the end, it gives RIAs the freedom they need. Here's one firm's story.
June 18, 2019
2 UBS Advisors Share Their Secret to Serving Billionaire ClientsCasey Kriedman and Carryn McLaughlin of The Broad Group tell ThinkAdvisor how they get to know their ultra-wealthy clients' needs.
June 18, 2019
SEC Wants to Ease Access to Private Placements"We are taking a critical look at our exemptions from registration," said SEC Chairman Jay Clayton.
June 18, 2019
Bears Are Everywhere, Merrill Investor Poll FindsInvestor concerns about a trade war have soared over the past month, fund managers say.