Alternative investments

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.