Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Should Your Client Buy Real Estate in an IRA?
By Roger WohlnerReal estate investing in a self-directed IRA has tax and other benefits, but also strict rules.
October 16, 2023
SEC Won't Appeal Court Decision Paving Way for Grayscale Spot Bitcoin ETFGrayscale has argued that investors would benefit from the conversion of its trust into an exchange traded fund.
October 12, 2023
Top 15 Cities for the Ultra-Wealthy: 2023The number of centimillionaires increased 12% from a year ago, according to Henley & Partners.
October 11, 2023
14 Worst U.S. Cities for Real Estate TaxesOut of 330 cities, these have the highest tax burden relative to home value, according to SmartAsset.
October 10, 2023
Prosperity Life to Buy Annuity Issuer for $1.9BPaul Singer's Elliott Management owns a majority stake in National Western Life's buyer.
October 10, 2023
12 Most Livable Small U.S. Cities: 2023WalletHub compared 1,321 U.S. cities with populations between 25,000 and 100,000.
October 09, 2023
The Services Clients Want but Aren't Getting, in 6 ChartsAdvisory firms often aren't giving clients the services they want most, according to new Herbers & Co. research.
October 06, 2023
What's Allowed and What's Not in Self-Directed IRAs?One false move could cause the entire account to lose its IRA status.