Alternatives

Displaying 3882 results
INVESTING ALTERNATIVES APR 09, 2013
Janus jumps into alternatives game

INVESTING EQUITIES APR 07, 2013
Structured notes offer too-good-to-be true returns

Marketing hype makes structured notes sound like a sure thing. Read the fine print and you might come away with a slightly different conclusion.

INVESTING ALTERNATIVES APR 05, 2013
ARC lights into Cole, may up bid again

Another day, another twist in the American Realty Capital/Cole III saga. On Tuesday, ARC questioned whether the board of the Cole REIT was considering a sweetened takeover offer or was simply playing for time.

INVESTING ALTERNATIVES APR 05, 2013
Game on: American Realty ups its bid for Cole III

The pitched battle for Cole III heated up Wednesday as American Realty Capital came back with an improved bid for the nontradeded REIT.

INVESTING ALTERNATIVES APR 05, 2013
REIT war erupts as Cole rejects unsolicited bid from ARC

A battle has broken out among real estate investment giants as Cole Properties turns down a $5.7B bid lodged by American Realty Capital.

Finra hammers David Lerner Associates, suspends 'Poppy'
INVESTING ALTERNATIVES APR 05, 2013
Finra hammers David Lerner Associates, suspends 'Poppy'

Finra on Monday lowered the boom on David Lerner Associates and its high-profile CEO.

INVESTING ALTERNATIVES APR 04, 2013
E&O underwriters screen alt products

Insurers that underwrite errors-and-omissions policies for broker-dealers are exercising greater authority in approving the alternative investments that their clients sell.

INVESTING RETIREMENT PLANNING APR 03, 2013
REIT spurns rival's offer, pursues its own agenda

Cole turns down bid from rival American Realty Capital; minimizes the premium

INVESTING ALTERNATIVES APR 02, 2013
New offer cools tussle over control of Cole III

Two sides in battle setting up meeting to discuss sweetened bid for nontraded REIT

INVESTING RETIREMENT PLANNING APR 02, 2013
Investors up in arms over Cole's quick kick of $5.7B offer

Advisers, investors looking for answers after REIT's management rejects generous bid from American Realty Capital

INVESTING ALTERNATIVES MAR 31, 2013
Nontraded REIT to consider higher American Realty Capital offer

Cole III's special board committee to review bid but still prefers own plan.

INVESTING EQUITIES MAR 25, 2013
The Takeaway: Going nuts for global REITs

Investors chasing yield find it in real estate investment trusts

INVESTING ALTERNATIVES MAR 24, 2013
Housing recovery? That's old news

But tardy investors could still find some upside; bottom finally pinpointed

INVESTING RETIREMENT PLANNING MAR 21, 2013
Nontraded REIT Cole in deal with sponsor, manager

Merger is one of a recent spate of nontraded REITs that have announced mergers or listings in an industry that has been roundly criticized for not giving investors a return or way out of the investments

INVESTING RETIREMENT PLANNING MAR 17, 2013
Shareholders dog top nontraded REIT

INVESTING RETIREMENT PLANNING MAR 12, 2013
Real estate maven Tony Thompson falls on hard times

INVESTING ALTERNATIVES MAR 11, 2013
Gambler Buffett scores big with stock option bets

Berkshire 4Q profit up nearly 50% -- thanks in large part to chairman's wagers

INVESTING ALTERNATIVES MAR 09, 2013
Rethinking absolute return

Alternatives are gaining in popularity for advisers to use with investors. Absolute return, a type of alternative investment, should be considered as part of an investor's overall investment strategy to help address persistent volatility, according to this white paper from Brinker Capital.

INVESTING RIAS MAR 08, 2013
Regulators bare their teeth on excessive fees

Moves this week by Finra and the SEC signal watchdogs are ready to pounce on anyone overcharging clients.

INVESTING ALTERNATIVES MAR 03, 2013
Volatile markets call for flexibility

A long-short approach can help navigate uncertainty but requires particular attention