As recent headlines have proven, the market for collectible cards is hotter than ever. Last month,…
Tag: Alternative investments
SEC panel punts on changing accredited investor criteria
An SEC panel declined to endorse any changes to financial criteria often used to determine who…
What financial advisors should know about CAIA charter
As alternative investments like private equity and private credit continue to gain ground in wealth management,…
How fine wine investments can offer clients liquidity
For many wine enthusiasts, the accumulation of rare vintages doesn’t start out as a well thought…
Most advisors don’t understand crypto — or actively manage it
Two-thirds of advisors say they don’t have a solid understanding of digital assets and cryptocurrency. Cryptocurrency…
Fractional sports ownership demands careful due diligence
Fractional ownership of sports teams isn’t exactly a new concept. Just look at the National Football…
Trump executive order opens 401(k)s to private assets
President Donald Trump on Thursday signed an executive order directing regulators to clear the path for…
Whiskey as an alternative investment for wealth clients
Though it might appear simple on the surface, investing in Scotch whisky, whiskey or bourbon can…
Collectible cars and investment strategy
When it comes to collectible alternative investments, cars may be one of the flashier options. However,…
Real estate tax planning strategies with pitfalls
The Trump megalaw opened more pathways to tax savings on real estate investments atop the substantial…
Morningstar conference keynotes focus on financial advisors
The rise of private investments, boosting access to advice, succession planning and serving clients who are…
Envestnet partners with asset managers to provide alts access in model portfolios
Envestnet took a major step toward providing advisors and their clients with greater access to alternative…
Morningstar study sheds light on interval fund fees
Within the sales pitch for interval funds that open access to alternative assets like private credit,…
Guitars are cool, but how do they play as investments?
As a financial advisor and a guitarist for over 20 years, Nathan Sebesta said he’s seen…
Diversification through luxury watches? Advisors have thoughts
Advisors can recommend a number of options to help diversify client portfolios. But, should that include…
The basics of tax-aware long-short investment strategies
Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider…
The risks of investing in private equity
The returns of private equity investments will grab any investor’s attention, but there are risks to…