Alternatives are such an integral part of Matrix Wealth Advisors Inc.'s philosophy that the fee-only firm has a pooled fund devoted to the category
With registration requirements looming, more hedge fund managers are likely to follow George Soros in opting for the family office structure over the red tape of running a hedge fund.
Another financial crisis is inevitable, according to Mark Mobius, executive chairman of Templeton Asset Management's emerging-markets group
AQR Capital Management LLC is tapping into the growing appetite for alternative investments by launching a mutual fund that employs nine different hedge fund strategies
The recovery of the stock market in the last two years has been driven by investors willing to take on risk again
Investors who held a traditional portfolio comprising primarily stock- and bond-based mutual funds took a terrible beating during the 2008 market rout
Finra is continuing to shake up the way broker-dealers show the value of illiquid investments such as nontraded real estate investment trusts and private placements on clients' account statements
Real estate investment vehicles rolling on with nearly 3% gain in latest quarter; up almost 33% in the past year
Commercial-mortgage-backed securities, one of the biggest sources of real estate debt in the last cycle, are back
David Lerner Associates Inc. has been sued by investors who claim that it acted negligently in the sale and underwriting of more than $6.8 billion in shares of the Apple Real Estate Investment Trusts
Financial advisers around the United States are taking advantage of the depressed corporate-real-estate market to move into bigger or more impressive office space that they couldn't have afforded before prices dipped.
Investors who want to redeem their shares in the Apple family of non-traded REITs marketed by David Lerner Associates Inc., which has become the target of a regulatory action, may be out of luck
AQR Capital Management LLC is tapping into the growing appetite for alternative investments by launching a mutual fund that employs nine different hedge fund strategies.
Rise of middle class giving rise to property boom, says Cohen & Steers portfolio manager; Brazil tops the list
Independent broker-dealers and their representatives are contending with the potentially thorny issue of re-pricing shares of nontraded REITs — illiquid, long-term investments in commercial real estate
Rather than get stuck with paltry returns on money-market funds, some investors are putting their cash to better use: they're shifting into 15-year mortgages, saving big bucks in the process.
During his years as an investment manager at such big firms as Smith Barney Inc. and Lehman Brothers Holdings Inc., Bruce Berkowitz learned firsthand the dangers of going along with the crowd. “You would have an investment meeting with 12 to 20 people around the table, and an idea would be discussed, and everyone would feel the need to add their input,” he said.
