Alternative investments

Arete Investments is a new cloud-based investor program fueled by partnerships with FusionIQ and DriveWealth

Arch CEO Ryan Eisenman said peace of mind, better data and smarter decision-making lie at the heart of his firm's mission statement.

The partnership provides tru's community of independent advisors with a unique offering to add private investments into client portfolios.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

The wealthtech firm that creates solutions for alternative asset management has attracted support from firms and founders alike, driving its total capital to more than $25 million.

After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.

The late actor's estate fell short in a five-year quest involving the distribution of a hedge fund position when his financial advisor left UBS for Merrill Lynch.

Inflated charitable deduction claims have led to dozens of audits and millions of dollars in additional payments to the agency.

Toussaint Bailey's Uplifting Capital closed its initial product after attracting investments from clients of Corient advisory practices and other RIAs.

DAF skeptics say the funds are little more than tax loopholes disguised as philanthropy. Not so, says Brad Saft of DonorAdvisedFunds.com.

The private markets platform introduces a collaborative model for multi-manager private market funds.

More financial advisors will use the alternative investments in the next 12 months due to their complex features and industry innovations, the research firm finds.

A new iCapital study looks at the pain points and opportunities presented by weaving alts into client portfolios as individual access increases.

Assets in the alternative class soared by more than 100% in the past five years. Here's why some investors see opportunity in the current economic environment.

Thomas M. Chadwick steered older adults into a volatile leveraged real estate product nearly wiped out by the pandemic, according to state regulators.

From baseball cards to decoy ducks — how to protect your clients' alternative investments

Assets under management for SMAs that invested in municipal bonds stood at $987 billion as of the first quarter, according to a JPMorgan Chase survey of 74 firms.

Venture capital-backed Purpose Rounds helped ethical leather goods firm Parker Clay raise money outside the traditional routes as the pilot firm on the platform.

The SEC case is the latest to highlight the risks investors run when they get involved with "blank check" companies.

Douglas Hawkins sold more than $2 million in risky alternative investments without even providing his clients a prospectus, investigators said.