Alternatives

Displaying 3867 results
INVESTING ALTERNATIVES JUN 03, 2014
Schorsch spins off new listed REIT to squeeze out more value

American Realty Capital Centers will concentrate on multitenant shopping centers.

Letters to the editor: Other views on bond laddering and strategic beta
INVESTING ALTERNATIVES JUN 01, 2014
Letters to the editor: Other views on bond laddering and strategic beta

A reader disagrees with bond laddering as a safe strategy and another warns of too much 'sizzle' with strategic beta.

INVESTING EQUITIES MAY 30, 2014
Schorsch plans liquidity events for two more REITs

Nicholas Schorsch, chief executive of American Realty Capital, this month plans to list shares of two more of the company's nontraded real estate investment trusts, saying the market is 'primed' for real estate offerings.

INVESTING ALTERNATIVES MAY 29, 2014
An alternative way to go when searching for income

The financial services industry has a number of two-word combos that could use some scrutiny, like "liquid alternative." Here are some things to think about when considering how to use a liquid alts fund for income.

INVESTING ALTERNATIVES MAY 29, 2014
Schorsch's RCS Capital hires due-diligence analysts for alternatives, nontraded REITs

RCS Capital continues to expand its reach into financial services, hiring Todd Snyder and John Kearney, widely considered the top due-diligence analysts for alternative investments and nontraded REITs.

INVESTING EQUITIES MAY 27, 2014
The Fed takes a long-term view of its record $4.3 trillion balance sheet

On today's <i>Breakfast with Benjamin</i> menu: Janet Yellen's Fed will sit on its record $4.3T balance sheet as the QE experiment continues. Plus: A top economist wants the Fed to raise rates now, stock buybacks push markets to the sky, beating short-sellers at their own game, and how not to get burned by pot stocks.

INVESTING EQUITIES MAY 27, 2014
Amid shifting rate policy, rising geopolitical risk, convertible securities could make sense

Some investors looking to reduce downside risk from exposure to the effects of the changing interest rate outlook on equities, bonds and foreign currencies turn to convertible securities. Can they work for you?

INVESTING EQUITIES MAY 27, 2014
When searching for investment advice, consumers are drawn to the alphabet soup of credentials

<i>Breakfast with Benjamin:</i> Consumers drawn by alphabet soup of adviser credentials. Plus: Job cuts continue at Barclays, pushing for nationwide fracking, a big retirement risk, commodity hedge funds take a beating, and another smidgen of bad news for the IRS.

INVESTING ALTERNATIVES MAY 23, 2014
REIT firm KBS battling Schorsch's American Realty Capital over claim of trade secret theft

Nicholas Schorsch's American Realty Capital Advisors and rival nontraded-REIT sponsor KBS Capital Advisors are locked in a legal battle over proprietary information and trade secrets. Bruce Kelly reports.

INVESTING ALTERNATIVES MAY 23, 2014
Nontraded REIT Inland Diversified Real Estate Trust to merge with Kite Realty Group Trust

Inland Diversified Real Estate Trust has agreed to merge with a publicly traded REIT in a $2.1 billion all-stock deal. The transaction represents average annualized return of 8% for investors. Bruce Kelly reports.

INVESTING EQUITIES MAY 22, 2014
European stocks hit six-year high on fifth day of rally

<i>Breakfast with Benjamin:</i> Euro stocks rally but for how long?. Plus: The China risk, big money managers are flush once again, the future of airplane seating, and 21 inspirational yearbook quotes.

INVESTING EQUITIES MAY 22, 2014
Ukraine's new resistance to Russia draws attention back to the macroeconomic fallout

<i>Friday's menu:</i> Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.

INVESTING ALTERNATIVES MAY 21, 2014
Schorsch snaps up Cetera for $1.15B

In a head-turning move, newcomer to the independent broker-dealer industry Nicholas Schorsch is pulling off the largest independent-broker-dealer acquisition in years, with a cash deal to buy Cetera Financial Group.

INVESTING ALTERNATIVES MAY 20, 2014
The incredible shrinking hedge fund fees

Hedge fund fees have been trending downward for six years, but could they vanish completely? And what kind of impact could this have on the industry?

INVESTING ALTERNATIVES MAY 20, 2014
Five things you need to know before investing in liquid alternatives

Thinking of getting your clients into liquid alts? Read this first.

INVESTING ALTERNATIVES MAY 20, 2014
Regulators have an uphill battle to bring transparency to illiquid investments

Bringing light and due diligence should be a priority for the investment advice industry.

INVESTING EQUITIES MAY 19, 2014
Finra goes after algorithmic trading trickery

Today's <i>Breakfast with Benjamin</i> menu: Finra targets trading trickery. Plus: Credit Suisse pleads guilty to tax evasion, dealing with the Fed's giant balance sheet, Treasuries vs. gold and 10 great baseball movies to see this summer.

INVESTING ALTERNATIVES MAY 17, 2014
Legg Mason adds global equity specialist

Legg plans to work with UK-based institutional investor to develop retail funds

INVESTING ALTERNATIVES MAY 16, 2014
Hedge funds, private equity chasing retail investors but fees are high and returns aren't

Once the domain of institutions and ultra wealthy, hedge funds and private equity funds are seeking ways to tap into the huge pot of 401(k) assets. But given their high fees and so-so returns, investors may be better off avoiding them.

INVESTING ALTERNATIVES MAY 16, 2014
As hedge funds grow, funds of funds get clipped

With three straight months of inflows, the hedge fund industry now boasts a record $2 trillion in assets. The $469 billion funds-of-hedge-funds business, however, has had just two months of net inflows in the past 24. Jeff Benjamin on what's going on.