Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Merrill, Wells Fargo Offer Bitcoin ETFs for Clients
By Katherine Doherty & Yueqi YangUBS is offering bitcoin ETFs to some clients on an unsolicited basis; Morgan Stanley is reviewing a move to add them to its platform.
February 26, 2024
Are Clients Who Need Life Settlements Passing You By?Your competition for the policy sale is out there on TV.
February 16, 2024
10 Good, Cheap Dividend Stocks to Buy Now: MorningstarThese are quality companies that have the financial stability to distribute earnings during rough economic periods, analysts say.
February 13, 2024
8 Ways to Talk Tech (or Anything New) With Skeptical ClientsIt may require baby steps for clients to see emerging opportunities, but the efforts are often worth it.
February 12, 2024
Bitcoin ETFs 'Deemed a Success' By Key MeasuresBlackRock's iShares Bitcoin Trust has taken in $3.8 billion, while the Fidelity Wise Origin Bitcoin Fund has amassed $3.1 billion of inflows.
February 12, 2024
Bharara Once Jailed Wall Street Pros. Now He Helps Them Avoid PrisonWhen firms see enforcement actions, they should move to ensure they're "not going to be in the same position," he says.
February 09, 2024
Super Bowl 2024 Highlights NFL's Aging Billionaire ProblemGrowth has created succession-planning challenges — and could force the doors open for investors driven by financial imperatives.
February 09, 2024
15 Hottest Up-and-Coming U.S. Housing Markets: 2024These areas offer lower cost of living and thriving local economies that are attractive but not too crowded.