Alternative investments

Merrill and Bank of America Private Bank seeks niche private equity opportunities for its ultrawealthy clients, while Goldman looks to retirement savers and Wells Fargo to everyday investors.

As access to and interest in alternative investments grow, financial advisors could differentiate themselves by earning the CAIA mark.

Rare bottles can go for several times the original price, but time, due diligence and proper storage are required to maintain these special alternative investments.

Volatility, concerns over security and custody, and a lack of clear regulatory framework are the key barriers to adoption, according to Financial Planning's August Financial Advisor Confidence Outlook survey.

A number of variables including illiquidity and opaque valuations may cause advisors to think twice before recommending this alternative asset to clients.

Private assets promise potentially greater returns and more diversification for investors, but financial advisors say their opaque and illiquid nature makes them less than ideal for most 401(k) plan participants.

Bottles and casks from sought-after brands and years can be worth big money, but fraud and market bubbles can make for a highly volatile market.

While the right limited production vehicle could go sell many millions at auction, the market remains volatile.

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

A rare handbag can be worth far more than retail to the right buyer, but some advisors caution against viewing them as a store of value.