Alternatives

Displaying 3870 results
INVESTING ALTERNATIVES APR 26, 2018
Tax reform leads to question: To be or not to be a REIT?

New law may spur some real estate investment trusts to convert to C corps

INVESTING ALTERNATIVES APR 19, 2018
Cadaret Grant acquired by private-equity-backed Atria

75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'

INVESTING ALTERNATIVES APR 18, 2018
Investing in virtue is hard when few companies qualify

Two biggest socially responsible ETFs both have positions in Facebook

INVESTING ALTERNATIVES APR 17, 2018
Will global macro finally shine?

Such funds may be poised to shine as the market cycle shifts from calm to increasing uncertainty.

INVESTING OPINION APR 17, 2018
Using smart beta in an outcomes-oriented portfolio

Before incorporating strategic beta products in a client's portfolio, advisers must understand the challenges at hand and the desired outcome

INVESTING ALTERNATIVES APR 12, 2018
JPMorgan Chase sued for charging 'sky-high' fees for crypto purchases

Bank gave no notice that it was changing policy to treat crypto buys as cash advances.

INVESTING ALTERNATIVES APR 10, 2018
Private equity firms seek to do well by doing good

From saving tiny lizards to conserving hallway lights, firms actively embrace value of sustainability.

INVESTING ALTERNATIVES APR 09, 2018
Investment Program Association rebrands itself for Main Street

Group advocating for investments like REITs, BDCs, close-end funds, and energy and equipment leasing programs changes name to Institute for Portfolio Alternatives.

INVESTING ALTERNATIVES APR 04, 2018
What advisers need to know about alternatives

A new Innovators in Investing webcast looks at various aspects of investing in alternatives.

INVESTING ALTERNATIVES APR 04, 2018
Few places for advisers — or clients — to hide in this stock correction

International bonds and various alternative investments offer little solace.

INVESTING ALTERNATIVES MAR 23, 2018
Business development company language added to spending bill allows for increased leverage

BDC reform was tacked onto the $1.3 trillion appropriations bill signed by Trump on Friday.

INVESTING ALTERNATIVES MAR 22, 2018
More turnover at top of REIT manager CNL Financial

The president of the company's wholesaling broker-dealer is the latest senior executive to leave.

INVESTING ALTERNATIVES MAR 12, 2018
Lynn Tilton's Zohar funds file for bankruptcy

Tilton plans to refinance debt or sell assets of the three structured debt vehicles.

INVESTING RIAS MAR 07, 2018
Private equity dollars pouring into wealth management, fintech

Deep-pocketed PE investors are driving M&A activity, fueling growth.

INVESTING ALTERNATIVES MAR 06, 2018
Blackstone sees half of assets coming from individual investors

Private equity firm's funding from retail will rise from current 15%-20%, exec says.

INVESTING ALTERNATIVES MAR 05, 2018
Why isn't gold soaring?

Inflation fears and the declining dollar haven't pushed gold much higher — yet

INVESTING ALTERNATIVES MAR 02, 2018
Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

INVESTING ALTERNATIVES FEB 23, 2018
Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

INVESTING ALTERNATIVES FEB 22, 2018
Bond dilemma requires new thinking

Innovative strategies are needed as investors face the end of the long bull cycle in fixed income.

INVESTING ALTERNATIVES FEB 15, 2018
Vanguard rolls out active-factor ETFs

New offerings include six exchange-traded funds and one mutual fund