Alternatives

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INVESTING ALTERNATIVES JUL 21, 2014
Real estate investor Thompson defrauded investors, Finra claims

Finra claims that the noted real estate investor Tony Thompson defrauded investors in a $50 million note program.

INVESTING ALTERNATIVES JUL 21, 2014
Investor sues Berthel Fisher over failed Tony Thompson deal

Berthel Fisher, not long after settling most of their claims over DBSI, gets hit with a lawsuit over a failed private placement notes deal by a noted real estate investor. Bruce Kelly has the details.

INVESTING ALTERNATIVES JUL 18, 2014
House approves changes to Dodd-Frank law

Revisions are a sign of pressure to come on the financial reform package.

INVESTING EQUITIES JUL 17, 2014
Barclays in the hot seat over charges it courted high-frequency traders

<i>Breakfast with Benjamin:</i> Barclays tagged for HFT. Plus: A looming 401(k) crisis, the marriage math for gay couples, the fuzzy math of inflation data, tapping into the fracking boom, and Russian stocks are not for the meek.

INVESTING ALTERNATIVES JUL 16, 2014
Nontraded REITS headed for another boffo year

Sales expected to hit $20 billion as low interest rates and liquidity events spark industry.

INVESTING EQUITIES JUL 16, 2014
Frothy markets have investors turning to short-term bets

<i>Breakfast with Benjamin:</i> Going short-term with investments. Plus: Watching the Fed chase the markets, punishing corporate taxes force more companies overseas, the Dow inches toward another milestone, the pros and cons of 401(k) loans, and you too can be a bond trader.

INVESTING ALTERNATIVES JUL 15, 2014
Finra's proposed nontraded REIT rule changes could have gone further

Checks on sponsor companies and protection for investors and advisers is welcome, but statement reporting adds more confusion than clarity

INVESTING EQUITIES JUL 14, 2014
Markets brace for the Fed's big talk about normalization

Plus: Individual investors zig as professionals zag, hedging the U.S. market by going global, Citigroup in the spotlight, and futbol mania

INVESTING ALTERNATIVES JUL 14, 2014
Energy boom blasting out master limited partnership opportunities

Tax restrictions on mutual funds need a close eye to avoid a whack from Uncle Sam.

INVESTING ALTERNATIVES JUL 14, 2014
How investors lose 89% of gains from futures funds

An in-depth look at managed futures, which can be a confusing asset class for investors and advisers alike.

INVESTING RIAS JUL 11, 2014
Stocks have biggest May in years but where's the excitement?

<i>Breakfast with Benjamin: Why there's no excitement for this stock rally. </i>Plus: Fee-only RIAs in the catbird seat but they can't relax; the active ETF world heating up; what QE has wrought; on Phil Mickelson and insider trading; and Apple's big day.

INVESTING EQUITIES JUL 10, 2014
Carl Icahn advises caution in the equity markets

<i>Breakfast with Benjamin:</i> Carl Icahn warns that stocks are on risky ground. Plus: Interest rates and volatility are raising red flags, one man's take on the Fed-fueled bubble, the SEC is watching for political-donation conflicts, gold gets no respect, and institutional money is chasing solar energy stocks.

INVESTING ALTERNATIVES JUL 10, 2014
How to find the best nontraditional bond fund

In this Take Five interview, Raman Srivastava, manager of the Dreyfus Opportunistic Fixed Income Fund talks about what advisers should look for in an unconstrained, or go-anywhere, bond fund.

INVESTING EQUITIES JUL 09, 2014
Volatility looks cheap and risky

<i>Breakfast with Benjamin:</i> Barclays: Following in the footsteps of Sallie Krawcheck. Plus: The volatility play: Cheap but risky, bond managers brace for higher rates, dancing around the issue of student loan debt, and a potato salad venture whets the tax man's appetite.

INVESTING ALTERNATIVES JUL 09, 2014
RCS Capital closes J.P. Turner, Summit Financial deals

Nicholas Schorsch's network of independent broker-dealers is closing in on nearly 9,000 reps.

INVESTING EQUITIES JUL 08, 2014
The financial fallout from Germany's World Cup rout of Brazil

<i>Breakfast with Benjamin:</i> Germany's World Cup rout goes beyond soccer. Plus: The SEC takes another stab at curbing high-speed trading, investment lessons from a crumbling cupcake chain, and dividend stocks are looking better than ever.

INVESTING EQUITIES JUL 08, 2014
Investors bracing for a wild second half of 2014

<i>Breakfast with Benjamin:</i> Buckling up for a rocky second half. Plus: Companies tweak bylaws to tamp down shareholder lawsuits, Morningstar settles software piracy case, JPMorgan embraces smart-beta investing, and buying beer stocks when it's hot outside.

INVESTING EQUITIES JUL 08, 2014
Advisers worry about high-speed trading backlash from clients after Michael Lewis contention that markets are 'rigged'

&#8220;60 Minutes&#8221; segment, new book fuel concern that jittery investors will become even more skeptical.

INVESTING ALTERNATIVES JUL 07, 2014
No inflation in energy prices – yet

While there is no inflation in energy prices just yet, consumers could cope with higher energy prices as long as they occur over time and don't hit in the form of a shock. But the tipping point is not too far away.

INVESTING ALTERNATIVES JUL 07, 2014
The alternative strategies that outperform with mutual funds

In some cases, hedge funds are no investment panacea.