Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Life Settlements Plus Orphaned Policyholders: A Win-Win
By Robin S. Weinberger and Peter N. KatzSome clients may have no practical way to know what their coverage is, or is not, worth.
January 24, 2023
IRS Sets Out New Digital Asset Filing Guidelines"All taxpayers must answer the question" on digital assets on their tax forms, the IRS states.
January 19, 2023
Harry Dent: 'Crash of a Lifetime' Coming After 'One More New Low'We're in an "everything bubble" with zero chance of a soft landing, the "Contrarian's Contrarian" tells ThinkAdvisor.
January 19, 2023
Orion Hires Industry Veteran as New EVP of Sales: Tech RoundupAlso, Fidelity acquired software firm Shoobx; Broadridge extends its digital wealth platform partnership with IGM Financial.
January 19, 2023
Kuvare and Aquarian Make Bermuda DealsOther recent life and annuity deals involve tech and size.
January 11, 2023
Jeffrey Gundlach's 9 Market and Economic Predictions for Investors, Advisors"It's pretty obvious the Fed is not in control," DoubleLine's CEO says. "The bond market is in control."
January 11, 2023
Investors Share Their Biggest 2022 Regrets, 2023 GoalsThree-quarters of investors in a SoFi survey said they had regrets about how they invested in 2022.
January 10, 2023
Accredited Investor vs. Qualified Purchaser: What's the Difference?Being an accredited investor or qualified purchaser shows a level of investing sophistication, but there are key differences.