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Ether ETF aspirants take the starting blocks ahead of anticipated July approval
Earlier whispers of a fourth-of-July greenlight now look premature as the SEC gives applicants a new deadline.
SEC boots California RIA linked to crypto, private funds
"Nobody knows what’s happening internally in these pooled funds at the retail level," said one plaintiff's attorney.
Colorado bars advisor over high-risk options trades
"Buying options is fraught with risk for financial advisors," one attorney noted.
BlackRock to ramp up custom models business with GeoWealth partnership
The TAMP will help expand advisors’ access to BlackRock’s private markets, direct indexing, and fixed income SMAs.
Advisors choose diversification as top benefit in private market investing
Pulse survey of advisors by Blackstone finds overwhelming majority allocated to private markets, and factors in manager selection.
Massachusetts moves to limit REITs’ hospital ownership
High-profile hospital collapse sparks legislative action to ban REITs as landlords that experts say misses the mark.
Investors and advisors continue to dump nontraded REITs
Patience is rarely rewarded when it comes to redemptions of some nontraded REITs, one executive noted.
Structured notes are turning heads among advisors, says CAIS
The leading alts provider reports a significant year-on-year demand spike for the flexible investment options as the quest for diversification continues.
Young, wealthy investors more likely to go for broke
BofA study reveals how younger high-net-worth individuals view crypto, real estate, and other alternatives differently from Gen X and older generations.
REIT deals getting creative amid weary commercial real estate market
Details behind Blackstone deal with KKR hints at rising pressure from mounting redemption requests and high borrowing costs.
Prosecutor claims GPB ‘was built on lies’
GPB executives used phony, back-dated documents as part of a scheme to defraud investors, federal prosecutor claims.
Hedge funds ditch chip stocks for software in tech investing U-turn
Fund managers have been net sellers of the AI craze's biggest beneficiaries – is it a tactical pivot or a course change?
GPB top executives’ criminal trial to start Monday
'The GPB case is bewildering,' says one senior brokerage executive.
Blackstone exec sees light at the end of the REIT liquidity tunnel
Firm's global co-head of real estate says bidders for real estate are coming back as costs of capital come down.
Most advisors plan to dial up private markets exposures
Survey reveals a bulk of advisors worldwide believe in the asset class – but is client ignorance holding them back?
Ether ETFs face crucial demand test
Ethereum's lower profile compared to Bitcoin and tepid response from global investors muddy the outlook for second-largest token.
KKR REIT makes moves to prop up its NAV
'What KKR is doing is a bold move that favors the investor,' one senior industry executive says.
SEC’s hedge fund clampdown faces setback in US court
The regulator is weighing its options after a federal appeals court ruled against its proposed fee disclosure rule.
Envestnet moves to make its UMA platform more personal
The wealth tech titan is tightening ties with Fidelity, BlackRock, Franklin Templeton and State Street to help advisors create tailor-made strategies.
CEO of David Lerner faces Finra investigation over product sales
'For a CEO to be investigated by Finra is a pretty serious red flag, traditionally,' says one attorney.
