Alternative investments

New entrants are gaining traction while established players continue to grow.

Arete Wealth’s niche focus on alts for HNW and UHNW clients has given it a strong foothold in a fractured sector, experts say.

Loose monetary policy and huge stimulus injections have some investors questioning the validity of traditional long-term approaches.

The former J.W. Cole advisor’s practice allegedly sold more than $40 million worth of unsuitable and unregistered promissory notes.

Ray Dalio’s $138 billion asset manager has tweaked its version of the strategy as yields hit historic lows, a person familiar with the matter says.

New digital integrations with CAIS and iCapital make it easier for independent advisors to access private equity and hedge funds.

Previously, criteria focused on an investor’s wealth. Now, a broader group has access to investments that include private company offerings and certain private equity funds.

The alternative asset manager said it has $77 billion in cash, securities and other available capital, including uncalled capital commitments from clients.

The fintech’s new executive says cryptocurrency will help communities that the financial services industry isn’t serving.

The alternative asset manager surpassed its previous peak from the fourth quarter of 2017.

The asset manager has become one of the fastest-growing hedge funds at a time when many competitors are losing assets.

A severe recession could be enough to completely wipe out the capital and surplus of four insurance firms as well as hobble a handful of others, the NAIC finds.

“The primary drawback of fewer hedge fund filings is lack of clarity around crowding risk,” strategists from the firm write.

The industry outranked asset classes including private equity and venture capital, which have historically ranked higher in a Credit Suisse survey.

SagePoint Financial failed to adequately supervise reps who recommended that clients exchange the products before maturity, the regulator says.

Almost all of the decline reflects performance-related losses rather than client withdrawals, according to a person familiar with the matter.

The alternative investing platform will service a total of $55 billion in client assets across 650 funds once the deal for its rival fintech closes.

With return targets growing ever more elusive, many investors are willing to take their chances with private debt and equity.

Citadel Securities is humming at record pace as the coronavirus upends finance, moving dozens of employees and their families to a work-from-resort bubble.

It’s the latest example of how firms who spent the past decade battling low yields are now raising cash to seize on deep discounts from the coronavirus.