Sponsored By

Alternative Investments

ark-invest-sign.png
ETFs
Cathie Wood’s Strategy Draws More Skeptics as Returns WaneCathie Wood’s Strategy Draws More Skeptics as Returns Wane

Short interest on the ARKK ETF has risen since the end of June to 4.6% of outstanding shares, close to a record high of 5.3% set in March

byAbhishek Vishnoi
Aug 18, 2021
|
1 Min Read
cryptopunk-nft-truck.jpg
Alternative Investments
New Fund Offers Accredited Investors Exposure to NFT MarketNew Fund Offers Accredited Investors Exposure to NFT Market
byDiana Britton
Aug 18, 2021
1 Min Read
Yale University
Equities
Funds Run by College Students Are Shaping the Investors of TomorrowFunds Run by College Students Are Shaping the Investors of Tomorrow
byEric Krebs
Aug 16, 2021
1 Min Read
midyear-outlook-island-real-estate-group.png
Sponsored Content
Inland Private Capital Benefits of a 1031 ExchangeInland Private Capital Benefits of a 1031 Exchange
Aug 16, 2021
bitcoin
Alternative Investments
Bitcoin ETF Filing Flood Collides With Cooling Demand for FundsBitcoin ETF Filing Flood Collides With Cooling Demand for Funds
byKatie Greifeld
Aug 11, 2021
1 Min Read
U.S. Capitol building night
Regulation & Compliance
Senators Reach Bipartisan Crypto Deal Amid Vote UncertaintySenators Reach Bipartisan Crypto Deal Amid Vote Uncertainty
byMacKenzie Hawkins and Laura Davison
Aug 9, 2021
1 Min Read
real-estate-investing-buildings-data.jpg
Retirement
The Why and How of Choosing a Self-Directed IRA Custodian for Alternative Investments
The Why and How of Choosing a Self-Directed IRA Custodian for Alternative Investments
Aug 9, 2021
|
1 Min Read
byTom Kurinsky
cryptocurrencies-markets-phone.jpg
Digital Assets
How Crypto Fits Into Goals-Based Financial Planning
How Crypto Fits Into Goals-Based Financial Planning
Aug 6, 2021
|
1 Min Read
bySimon Zais
office-buildings-dollars.jpg
Alternative Investments
Crowdfunded Real Estate Transactions More than Doubled in 2020
Crowdfunded Real Estate Transactions More than Doubled in 2020
Aug 5, 2021
|
1 Min Read
byAdam Gower
JPMorgan
Alternative Investments
JPMorgan Pitching Bitcoin Fund to Wealthy Clients, CoinDesk Says
JPMorgan Pitching Bitcoin Fund to Wealthy Clients, CoinDesk Says
Aug 5, 2021
|
1 Min Read
byJoanna Ossinger
bitcoin
ETFs
French Fund Manager Unveils EU-Regulated Bitcoin-Stocks ETF
French Fund Manager Unveils EU-Regulated Bitcoin-Stocks ETF
Aug 5, 2021
|
1 Min Read
byJoanna Ossinger
Dave LaValle, global head of ETFs at Grayscale Investments
ETFs
Grayscale Hires ETF Head in Push to Convert Biggest Bitcoin Fund
Grayscale Hires ETF Head in Push to Convert Biggest Bitcoin Fund
Aug 4, 2021
|
1 Min Read
byKatie Greifeld
shopify-sign
Alternative Investments
NFTs Could Go Even More Mainstream With Shopify’s Latest Move
NFTs Could Go Even More Mainstream With Shopify’s Latest Move
Aug 4, 2021
|
1 Min Read
bySelina Xu
A sheet of Bitcoin images.
ETFs
Bitcoin Backers Not Happy Even as SEC Signals ETF Openness
Bitcoin Backers Not Happy Even as SEC Signals ETF Openness
Aug 4, 2021
|
1 Min Read
byVildana Hajric and Claire Ballentine
gensler-hearing.png
ETFs
SEC’s Gensler Signals Pathway for a Bitcoin ETF With Tough Rules
SEC’s Gensler Signals Pathway for a Bitcoin ETF With Tough Rules
Aug 3, 2021
|
1 Min Read
byBen Bain and Robert Schmidt
investing-pie-graph.jpg
Alternative Investments
How to Insure an Investment Portfolio
How to Insure an Investment Portfolio
Aug 2, 2021
|
1 Min Read
byChristopher A. Zook
welcome to wealthfront
Digital Assets
Wealthfront Adds Crypto With Addition of Bitcoin, Ethereum Trusts
Wealthfront Adds Crypto With Addition of Bitcoin, Ethereum Trusts
Jul 30, 2021
|
1 Min Read
bySamuel Steinberger, Senior Technology Editor
canary-cage.jpg
Alternative Investments
SPACs Are a Canary in the Coal Mine
SPACs Are a Canary in the Coal Mine
Jul 30, 2021
|
1 Min Read
byRick Bookstaber
Goldman Sachs
Digital Assets
Goldman Asset-Management Arm Files to Offer a Crypto-Related ETF
Goldman Asset-Management Arm Files to Offer a Crypto-Related ETF
Jul 29, 2021
|
1 Min Read
byOlga Kharif
joe-biden-jobs-plan.jpg
Equities
Biden Infrastructure Plan Builds Momentum for Impact Investors
Biden Infrastructure Plan Builds Momentum for Impact Investors
Jul 28, 2021
|
1 Min Read
byDavid Sher
orange-umbrella.jpeg
Insurance
The Popularization of the Separately Managed Account
The Popularization of the Separately Managed Account
Jul 26, 2021
|
1 Min Read
byAaron Abrahms, Eric Naison-Phillips
Apollo Global Leon Black
Alternative Investments
Apollo Investors Look Past Black-Epstein Tie to Back Impact Fund
Apollo Investors Look Past Black-Epstein Tie to Back Impact Fund
Jul 26, 2021
|
1 Min Read
bySabrina Willmer (Bloomberg)
What RIA Founders Get Wrong About Private Equity
Alternative Investments
What RIA Founders Get Wrong About Private Equity
What RIA Founders Get Wrong About Private Equity
Jul 23, 2021
|
1 Min Read
byLou Camacho
Manhatta from Danny Meyer opens atop NYC skyscraper
Alternative Investments
Empty Wall Street Tower Spotlights $5 Billion NYC Office Problem
Empty Wall Street Tower Spotlights $5 Billion NYC Office Problem
Jul 23, 2021
|
1 Min Read
byNatalie Wong and Maria Heeter (bloomberg)
cryptocurrency
Alternative Investments
Digital Assets Explained
Digital Assets Explained
Jul 23, 2021
|
1 Min Read
byPeter Hans
Blackrock
ETFs
Changes Coming to the Largest Muni Bond ETFs
Changes Coming to the Largest Muni Bond ETFs
Jul 21, 2021
|
1 Min Read
byTodd Rosenbluth, Senior Director of ETF and Mutual Fund Research
Ackman Abandons Universal Music SPAC Deal After SEC Backlash
Industry News & Trends
Ackman Abandons Universal Music SPAC Deal After SEC Backlash
Ackman Abandons Universal Music SPAC Deal After SEC Backlash
Jul 19, 2021
|
1 Min Read
byThomas Seal and Nishant Kumar (Bloomberg)
NYC apartment
Alternative Investments
Eight Ways 1031 Exchange Changes Could Make Economic Waves
Eight Ways 1031 Exchange Changes Could Make Economic Waves
Jul 19, 2021
|
1 Min Read
byMark Hamilton
Meeting_Promo
Alternative Investments
Sustainable Investing: System-Level Thinking and Financial Advice
Sustainable Investing: System-Level Thinking and Financial Advice
Jul 19, 2021
|
1 Min Read
byWilliam Burckart and Bob Dannhauser
UBS sign
Investing Strategies
UBS in Pact for Exchange Where Wealthy Shop for Private Assets
UBS in Pact for Exchange Where Wealthy Shop for Private Assets
Jul 13, 2021
|
1 Min Read
byMary Biekert and Sonali Basak
bitcoin
ETFs
Grayscale Bitcoin Fund Advances ETF Plans With New Partnership
Grayscale Bitcoin Fund Advances ETF Plans With New Partnership
Jul 13, 2021
|
1 Min Read
byClaire Ballentine
bitcoin dollars
High Net Worth
Assessing the Tax Implications of Bitcoin
Assessing the Tax Implications of Bitcoin
Jul 12, 2021
|
1 Min Read
byDana D’Auria
How Real Are Real Asset Strategies?
Alternative Investments
How Real Are Real Asset Strategies?
How Real Are Real Asset Strategies?
Jul 9, 2021
|
1 Min Read
byAndrew Corn
U.S. Rep. Gregory Meeks
Alternative Investments
Fund News Advisors Can Use: New Bill Would Expand Private Investments in Closed-End Funds
Fund News Advisors Can Use: New Bill Would Expand Private Investments in Closed-End Funds
Jul 2, 2021
|
1 Min Read
byDiana Britton, Managing Editor
robinhood-app.jpg
WealthTech
Robinhood IPO Reveals Surging Loss This Year After 2020 Profit
Robinhood IPO Reveals Surging Loss This Year After 2020 Profit
Jul 1, 2021
|
1 Min Read
byKatie Roof, Crystal Tse and Annie Massa

Latest news

businessman with briefcase walking up steps advisor growth
RIA
Cerulli: Independent RIAs to Outpace All Other Channels by 2028
Cerulli: Independent RIAs to Grow 4% Through 2028

Feb 13, 2025

Satayan Mahajan, CEO, Datalign Advisory
Artificial Intelligence
Link Ventures Invests Another $5M In Prospecting Platform Datalign Advisory
Datalign Advisory Raises $5M More From Link Ventures

Feb 13, 2025

iphone imessage text messaging
Client Relations
Left on Read: The Cost of Ignoring iMessage Compliance
The Cost of Ignoring iMessage Compliance

Feb 13, 2025

Sign Up for Newsletters
Sign up to receive the latest insights, trends, and analysis.
CE Webinars
View more
Apr 1 - Apr 2, 2025
Learn from top leaders tackling growth, pay, and personnel challenges daily.
Learn More

Trusts & Estates Magazine

Trusts Estates February 2025
Read More

Latest Digital Edition

Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices