Alternatives

Displaying 3867 results
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

INVESTING ALTERNATIVES FEB 26, 2013
Nontraded REIT group in tit-for-tat with NY Times

A group representing the nontraded-REIT industry has gotten into a war of words with The New York Times. Here's what the fuss is about.

INVESTING ALTERNATIVES FEB 26, 2013
Payoff in nontraded REIT deal

In a merger of popular REITs, Cole Credit Property Trust II is combining with publicly traded Spirit Realty Capital.

INVESTING RETIREMENT PLANNING FEB 24, 2013
Private-equity jumping into annuities could be bad news for insurers

Private-equity firms have been jumping into the VA business like crazy. On Tuesday, Moody's weighed in on the subject. Advisers should take note.

In a wirehouse first, Merrill offers a nontraded REIT
INVESTING ALTERNATIVES FEB 22, 2013
In a wirehouse first, Merrill offers a nontraded REIT

Don't look now, but Merrill Lynch is hawking a nontraded REIT -- the first wirehouse to do so. Should broker-dealers be worried?

INVESTING ALTERNATIVES FEB 21, 2013
Forget the cave — advisers now have easier way to store clients' gold

GBI launches online purchase and management program for precious metals; works with reporting systems

INVESTING RETIREMENT PLANNING FEB 12, 2013
The evolving nonlisted-REIT industry

INVESTING RETIREMENT PLANNING FEB 05, 2013
Goldman offers DC plans true alternative with novel fund

Taking a step toward portfolio diversification

INVESTING ALTERNATIVES FEB 03, 2013
PE's new source: Wealth managers

INVESTING ALTERNATIVES FEB 02, 2013
Senior secured loans: An alternative way to diversify an income strategy

Senior secured loans represent a $1.2 trillion asset class and can offer an investment opportunity for individuals who want an alternative way to diversify their income strategy, according to this white paper from Franklin Square Capital Partners.

Stifel said to be in exclusive talks to buy Morgan Keegan
INVESTING ALTERNATIVES FEB 01, 2013
Stifel said to be in exclusive talks to buy Morgan Keegan

Stifel Financial Corp. is in exclusive talks to buy Regions Financial Corp.'s Morgan Keegan brokerage after prevailing over private-equity bidders, said people with knowledge of the matter.

INVESTING RETIREMENT PLANNING JAN 27, 2013
Cole gets big payoff in nontraded-REIT deal

INVESTING ALTERNATIVES JAN 27, 2013
Banks may sue feds over the Volcker rule

Thompson National Properties ducks default but cuts interest payments
INVESTING ALTERNATIVES JAN 25, 2013
Thompson National Properties ducks default but cuts interest payments

INVESTING ALTERNATIVES JAN 22, 2013
In toxic debt fiasco, banks were victims and perps

Banks not only churned out risky CMOs that magically received AAA ratings, they were also purchasing the stuff. Why is that?

INVESTING RETIREMENT PLANNING JAN 20, 2013
All's not well as Wells throws in towel on REIT offerings