Should independent financial advisors help clients invest directly in real estate? RealCrowd's REAllocate is on the cusp of launching an advisor-centric platform to help them do just that.
The platform, long popular throughout Europe and other parts of the world, will allow U.S. customers from 32 states and U.S. territories to trade 13 cryptoassets; the platform will launch its own crypto exchange, eToroX, later this year.
Nearly $3 million in seed funding for improvements at Alto, a platform that facilitates investments in alts via IRAs, illustrates the growing interest in alternative investments.
Following enthusiastic crypto-centered talks at several advisor conferences, Edelman is forming a group tasked with educating RIAs on blockchain and cryptoassets.
The push to make an RIA-friendly, more transparent annuity is on, as insurers and distribution companies grapple with rewriting the investment and compensation models for longevity protection.
In recent history, AGFiQ, Barclays iShares and Invesco have been among the top exchange-traded product issuers for diversifying a client’s portfolio, which may help soften the blow of equities’ volatile drawdowns.