Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Inflation Predictions Are Boosting Interest in This Asset Class
By John ManganaroAt 3%, inflation tops the Fed's target and has been "a pretty big shock for many portfolios," said one investment expert.
August 27, 2023
Opportunity Zone Investments or a 1031 Rollover?Congress may expand the benefits of the opportunity zone program, so interested clients should pay close attention.
August 25, 2023
IRS, Treasury Aim to Snag Tax Cheats With ProposalThe proposed rules would require platforms to report customers' capital gains and losses on crypto trading.
August 17, 2023
Onramp Bought by Digital Assets Firm SecuritizeThe deal will give RIAs easy access to alternative investments, the firms say.
August 16, 2023
New NAIC Rule to Hit Some Life and Annuity Issuer AssetsThe change will affect companies' investments in relatively high-risk slices of asset-backed securities.
August 15, 2023
RIA Aims to Expand Access to UHNW InvestmentsNewEdge focuses on investing in structured notes, for instance, and creating strategies that use them.
August 14, 2023
UBS to Pay $1.44B to Settle DOJ Mortgage-Bond CaseThe bank was accused of "knowingly and repeatedly" making false and fraudulent statements about the loans backing the securities.
August 08, 2023
New IRS Crypto Ruling Can Save Your Clients MoneySome clients with income from crypto staking may have paid taxes prematurely.