Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Onramp Bought by Digital Assets Firm Securitize
By Jeff BermanThe deal will give RIAs easy access to alternative investments, the firms say.
August 14, 2023
UBS to Pay $1.44B to Settle DOJ Mortgage-Bond CaseThe bank was accused of "knowingly and repeatedly" making false and fraudulent statements about the loans backing the securities.
August 08, 2023
New IRS Crypto Ruling Can Save Your Clients MoneySome clients with income from crypto staking may have paid taxes prematurely.
August 08, 2023
FINRA Lists Ric Edelman's Digital Asset Certificate as Professional DesignationFinancial professionals who complete the 15-credit course can now display the CBDA credential.
August 07, 2023
7 Types of Investments Clients Should Avoid: Advisors' AdviceThese investments are complicated, outdated or downright risky, advisors say.
August 02, 2023
Goldman Scores Another Custodial Win With $2B RIABurney Co. is the third firm in five weeks to announce its signing with Goldman Sachs Advisor Solutions.
July 28, 2023
Considering NFTs? Think Twice Before Using IRA DollarsThe IRS may tax NFTs as collectibles, which could have serious consequences for investors holding them in IRAs.
July 28, 2023
15 Most Expensive Cities for First-Time HomebuyersBuyers need a six-figure income to afford a starter house in all but one of these metro areas.