Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Senate Finance Chair Asks Blackstone Unit for Private Placement Life Details
By Allison BellSen. Ron Wyden says wealthy families might be using PPLI to cut taxes, without a genuine insurance purpose.
August 14, 2022
Will Housing Prices Flatten or Collapse?Monthly home value declines have now engulfed 22 of the 100 largest metropolitan areas, though inventory is still very tight.
August 12, 2022
BlackRock Offers Bitcoin Investing to Big Institutional ClientsThe new private Bitcoin trust seeks to track the price of the biggest cryptocurrency, the asset manager says.
August 10, 2022
Most Traders Predict a Recession This Year: SchwabRecession fears surpassed domestic and geopolitical worries in Q3 amid inflation concerns, Schwab's Barry Metzger says.
August 09, 2022
J.P. Morgan Fined Another $200K Over Broker's Unsuitable Trades in His Grandma's AccountThe firm didn't reasonably supervise an ex-broker who filled his grandmother's account with structured products, FINRA said.
August 05, 2022
NASAA Extends Comment Period on REIT ProposalThe comment period has been extended another 30 days.
August 04, 2022
BNY Mellon to Use Xceptor Tax Platform: Tech RoundupAlso, Envestnet is launching a "SpongeBob SquarePants" themed marketing campaign.
August 03, 2022
Lean Into Tough Client Conversations When Market's Down: Frontier Asset Management CEORobert Miller tells ThinkAdvisor how to calm clients, how to hedge inflation and his thoughts on 60/40 portfolios.