Alternatives

Displaying 3867 results
INVESTING RETIREMENT PLANNING JUN 20, 2013
Five IBDs in $7M settlement over nontraded-REIT sales

Galvin's tally for investors this year tops $11M, fines reach $1.4M

INVESTING ALTERNATIVES JUN 20, 2013
Cole Credit shareholders seek to block internal merger

The battle over Cole III has taken a new twist, as shareholders sued to block the REIT's internal merger. Meanwhile, suitor American Realty Capital waits in the wings.

INVESTING ALTERNATIVES JUN 20, 2013
Nontraded REIT Cole in sweetheart deal with sponsor, manager

Nontraded REIT merger includes big upfront payout to management and company founder. Bruce Kelly has the details.

INVESTING ALTERNATIVES JUN 19, 2013
Nontraded REIT halts fundraising, seeks new broker-dealer

United Realty Trust shelves IPO until it can replace struggling Allied Beacon

INVESTING ALTERNATIVES JUN 19, 2013
Cole battle is over — here comes the war

Even though American Realty Capital Properties Inc. has withdrawn its bid to acquire Cole Credit Property Trust III, the controversy over the merger of the REIT with its manager is just getting going.

INVESTING ALTERNATIVES JUN 17, 2013
Alternative bond funds get a C grade

Alternative bond funds passed their first real test last month. Barely. The funds, marketed to advisers as a way to avoid the drama of rising interest rates without ditching bonds, 'could have been a little more hedged' one analyst says.

INVESTING ALTERNATIVES JUN 16, 2013
The Boglification of alternatives

Advisers, institutions view fees as the main reason to avoid alts, Morningstar/Barron's survey finds

INVESTING RETIREMENT PLANNING JUN 16, 2013
CEO vows B-D will maintain independence

INVESTING RETIREMENT PLANNING JUN 16, 2013
Former CFO of a Thompson REIT slapped for weak due diligence

INVESTING EQUITIES JUN 15, 2013
Swinging for the fences, Berkowitz bets on Fannie, Freddie

Could be all-or-nothing for rebounding money manager.

INVESTING RETIREMENT PLANNING JUN 11, 2013
AIternative alterations

In regulatory cross hairs, broker-dealers are putting limits on products and revising policies.

INVESTING ALTERNATIVES JUN 10, 2013
Treasure an art collection, but don't count on its financial appreciation

Using art, collectibles for college or retirement no winning strategy, advisers, experts say.

INVESTING ALTERNATIVES JUN 10, 2013
Treasure an art collection, but don't count on its financial appreciation

Using art, collectibles for college or retirement no winning strategy, advisers, experts say.

INVESTING ALTERNATIVES JUN 10, 2013
Liquidity could be a problem for liquid alts

But hedge funds chomping at the bit to break into the retail world.

INVESTING ALTERNATIVES JUN 10, 2013
Thompson REIT fires accountant for failure to report key events

CEO Tony Thompson's reliability called into question for second time this month.

INVESTING ALTERNATIVES JUN 10, 2013
Real estate maven Thompson in battle with his board over nontraded REIT's dividend

Tony Thompson blames a dividend cut at his nontraded REIT, TNP Strategic Retail Trust, on his independent board but the directors fire right back, calling his allegations false. Bruce Kelly has the latest.

INVESTING ALTERNATIVES JUN 09, 2013
Hedge liquidity debated

INVESTING ALTERNATIVES JUN 07, 2013
Frogs, football and financial assets

INVESTING ALTERNATIVES JUN 04, 2013
Arm's-length plays on housing recovery

Betting on industries that gain from a pick-up in construction; from regional banks to picks and axes

INVESTING ALTERNATIVES JUN 04, 2013
Fannie, Freddie 'dirty words' — but stock prices through the roof

Since the mortgage crisis, Fannie Mae and Freddie Mac have been royally skewered. That doesn't seem to bother investors, who, over the past few months, have been giddily bidding up the stock prices of the suddenly profitable government entities.