Alternative Investments

Some important implications for advisors catering to UHNW and HNW clients.

Regulators warn about cryptocurrencies, wealthy families struggle with family and Qualified Plan Advisors acquires the retirement practice of Ascende Wealth Advisers.

It was tough sledding in 2017.

Wells Fargo, UBS and Morgan Stanley also bar advisors to purchase bitcoin or derivative products on behalf of clients.

The shine is off of bitcoin.

Sam Ficken was working at a Connecticut brokerage when the NFL called, Ripple mints its first billionaires and millennials are bad at picking stocks.

In the long term, housing does about as well as stocks. It's also a major driver of inequality.

Cohen’s Stamford Harbor boasts 50-member compliance team

Most think the market will be up next year. But opinions vary on how, why and what threatens it.

The Federal Reserve approves TD's merger with Scottrade, Irma victims get retirement account withdrawal penalty relief, and J.P. Morgan keeps criticizing Bitcoin.