Alternatives

Displaying 3870 results
INVESTING ALTERNATIVES JUN 27, 2017
Brian Block denies cooking the books at Schorsch REIT

Former CFO claims everything he did was 'appropriate' and 'correct.'

INVESTING ALTERNATIVES JUN 23, 2017
Brian Block's $4 million bonus was tied to a key metric at ARCP

Prosecution rests case in fraud trial against CFO of American Realty Capital Properties.

INVESTING ALTERNATIVES JUN 21, 2017
Brian Block's lawyer portrays prosecution witness as a liar

Lisa McAlister acknowledges she has lied before, but asserts she's telling the truth now.

INVESTING ALTERNATIVES JUN 21, 2017
Mark Goldberg exits W.P. Carey for Griffin Capital

Long-time broker-dealer exec will head real estate firm's sales unit

INVESTING ALTERNATIVES JUN 20, 2017
Brian Block trial witness says Nicholas Schorsch had hand in cooking the books at ARCP

Lisa McAlister, former chief accounting officer at the REIT once controlled by Nicholas Schorsch, said Mr. Schorsch instructed Mr. Block to commit accounting fraud in a particular financial line item.

Reforming compensation practices in the retail alternatives space
INVESTING ALTERNATIVES JUN 20, 2017
Reforming compensation practices in the retail alternatives space

Independent broker-dealers and RIA firms need to encourage the proliferation of new cost and compensation practices.

INVESTING ALTERNATIVES JUN 16, 2017
W.P. Carey exiting the nontraded REIT business

With regulations and other factors changing the marketplace, the publicly traded REIT will focus on its core business in the net lease market.

INVESTING ALTERNATIVES JUN 16, 2017
Defense hits key government witness in Brian Block fraud trial

Attorney questions why Ryan Steel didn't raise accounting concerns with firm's auditor or law firm.

INVESTING ALTERNATIVES JUN 15, 2017
Accounting at ARCP center of fraud charges against Brian Block

A former high-ranking executive testified that he repeatedly raised warnings of an accounting error at the real estate investment trust.

INVESTING ALTERNATIVES JUN 15, 2017
Why portfolios are not one-size-fits-all

INVESTING ALTERNATIVES JUN 14, 2017
Trial begins for former CFO of ARCP, Brian Block

Mr. Block last year pleaded not guilty to charges, including conspiracy and securities fraud, stemming from accounting at the REIT once controlled by Nicholas Schorsch.

INVESTING ALTERNATIVES JUN 06, 2017
Commodity funds a tough sell, while managed futures hold out some hope

Commodity funds have lost an average 8.7% a year over the past five years.

INVESTING ALTERNATIVES JUN 01, 2017
Layoffs, reorganization for First Capital

INVESTING ALTERNATIVES MAY 26, 2017
New Jersey fines David Lerner Associates for nontraded REIT sales

Firm will pay $650,000 for suitability, compliance and books and records violations.

INVESTING EQUITIES MAY 24, 2017
Investments that advisers should look at in an overheated market

Cash, alternatives, international all beckon, but all have pros and cons.

INVESTING ALTERNATIVES MAY 18, 2017
Nicholas Schorsch 'highly focused' on cash-flow metric at center of alleged ARCP fraud: Feds

According to a recent court filing, the former nontraded REIT czar was keeping a close eye on adjusted funds from operation as the company was preparing to release second quarter earnings in 2014.

INVESTING ALTERNATIVES MAY 17, 2017
Addepar acquires AltX to expand in alternatives

Addition of machine-learning technology is intended to enhance value to advisers and clients.

INVESTING ALTERNATIVES MAY 17, 2017
Baird picks CAIS platform for hedge funds

Move will allow advisers to select single-manager hedge funds for the first time.

Best- and worst-performing equity mutual funds
INVESTING ALTERNATIVES MAY 14, 2017
Best- and worst-performing equity mutual funds

See rankings of funds by returns in categories from large-cap growth to real estate and equity income.

INVESTING ALTERNATIVES MAY 11, 2017
Trump's tax plan could fuel rally in MLP investments

Investors in the pass-through entities would benefit from a 15% tax cap.