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Swiss private equity conglomerate targets wealthy US advisory clients
Partners Group, a $131 billion PE operation, is building out its US footprint with the launch of Private Wealth.
States where investors have the least interest in cryptocurrencies
Crypto site Bitstacker.com analyzed Google data on search terms related to digital assets and scored each state on its residents’ use of the search terms.
Oppenheimer moves to cancel $36.7 million arbitration decision
While the firm filed a motion to vacate the award in Superior Court in DeKalb County, Georgia, it's extremely rare for courts to overturn Finra arbitration decisions.
Liquid alts funds see inflows while mutual funds see record outflows
With the old-school mutual fund wrapper continuing to suffer during the down-market cycle, alternative strategies represent a lone bright spot.
States where investors have the most interest in cryptocurrency
Crypto site Bitstacker.com analyzed Google data on search terms related to digital assets and scored each state on its residents’ use of the search terms.
Nuveen bulks up private equity and private credit business with deal for Arcmont
The deal combines North American and European businesses to create Nuveen Private Capital, a global debt platform with more than $60 billion in committed capital.
Four states move to shut down investment scheme tied to metaverse casinos
State regulators filed cease-and-desist orders against an organization based in the country of Georgia that was selling non-fungible tokens known as Slotie NFTs.
Republicans, Democrats could agree on some adviser issues after midterm elections
There's some chance that members of both parties will want to open private markets to more ordinary investors.
Investment scams targeting the elderly surge, government agency reports
The Federal Trade Commission says older Americans lost $147 million in 2021, up 213% from 2020, with crypto rip-offs being a leading culprit.
IRS gives more clarity on how to report digital assets
In the 2022 tax form draft instructions, the agency explicitly says that digital assets include NFTs and virtual currencies.
Swamped by legal costs, broker-dealer files for bankruptcy protection
Atlanta-based Kalos Capital has been crushed by more than $9 million in legal fees and costs related to sales of GPB private placements.
Lead broker-dealer seller of GWG L bonds sues its insurers
'No one is going to want to settle with broker-dealers over GWG claims until the bankruptcy is resolved,' an attorney said about the lawsuit filed by Emerson Equity.
Amid 2022 slowdown, RIA and tech SPAC deals sputter
The promise of cold, hard cash tends to speed up time but how does that work in a bear market?
Betterment’s crypto portfolios include allocations to Dogecoin
The robo will now offer four managed portfolios of cryptocurrencies alongside its traditional investment portfolios.
More millennials turning to alternative investments to fund their futures
A BofA survey finds that wealthy young investors have lost confidence in the stock market as a primary vehicle for creating wealth and instead prefer assets like cryptocurrency, real estate and private equity.
Joe Biden lights up marijuana stocks
The presidential pardon for those with marijuana convictions was interpreted as a step toward federal decriminalization and sparked a rally in funds offering exposure to cannabis companies.
Fisher Investments adviser snags Judge’s history-making homer
Cory Youmans, a vice president and investment adviser at Fisher in Plano, Texas, caught Aaron Judge's historic 62nd home run of the season Tuesday night.
Market pain boosts case for adding alternatives to retirement accounts
An increasing number of wealth managers are diversifying their clients’ portfolios away from traditional asset classes into alternative, and often less liquid, assets.
Latest cryptocurrency SMA platform shows bullishness about digital assets
Valkyrie Funds continues to diversify its product offering by providing yet another way to gain exposure to cryptocurrencies.
Republicans advocate for retirement investments in private equity, crypto
The lack of Democratic support likely would keep legislation on using alternatives in retirement plans out of the Secure 2.0 mix.
