Alternatives

Displaying 3882 results
INVESTING ALTERNATIVES APR 07, 2017
Gold shines in an uncertain bull market

A bit of gold helps on days when unpredictability abounds.

INVESTING ALTERNATIVES APR 06, 2017
Nontraded BDC to pursue listing on national exchange

If successful, Corporate Capital Trust would be the second nontraded BDC to have a liquidity event and list on an exchange.

INVESTING ALTERNATIVES MAR 29, 2017
REITs: Laggards, but for how long?

Rising rates and high expectations have hurt the real estate vehicle, but a few factors could brighten its outlook.

INVESTING ALTERNATIVES MAR 24, 2017
Resolving Nick Schorsch's legal problems taking a long time

Criminal trial for an associate is slated to start in June, but little has been resolved on civil side.

INVESTING ALTERNATIVES MAR 13, 2017
Alternatives in the mainstream – A growth opportunity for advisers

INVESTING ALTERNATIVES MAR 10, 2017
Investors accuse Nicholas Schorsch of plundering RCAP for own gain

Unsecured creditors claim one-time REIT czar and his partners siphoned revenue from RCAP to enrich themselves, leaving shareholders in the lurch.

INVESTING ALTERNATIVES MAR 08, 2017
Nasdaq courts advisers with new private-equity trading platform

Marketplace promises PE rarities: liquidity and lower investment minimums.

INVESTING ALTERNATIVES FEB 28, 2017
Putting alternatives into tax-exempt vehicles

Increase net income without adding risk by placing these typically tax-inefficient assets in retirement accounts.

INVESTING ALTERNATIVES FEB 27, 2017
Financial advisers bristle at SEC's pitch to redefine 'accredited investor'

Most think the net-worth limits should be raised, not lowered, when it comes to private and exotic products.

INVESTING ALTERNATIVES FEB 22, 2017
Gotham latest to look at linking more hedge fund pay to performance

Gotham Neutral Strategies hedge fund would charge the greater of a 1% management fee or 30% of returns that exceed the fund's benchmark.

INVESTING ALTERNATIVES FEB 16, 2017
Shareholders approve merger of two Schorsch REITs

Analyst calls it a "massacre" for some investors

INVESTING ALTERNATIVES FEB 16, 2017
Misclassified fund draws huge assets, then falters

A cautionary tale about reading the prospectus.

Coming off a disastrous 2016, sales of nontraded REITs could bounce back in 2017
INVESTING ALTERNATIVES FEB 14, 2017
Coming off a disastrous 2016, sales of nontraded REITs could bounce back in 2017

Newly designed products and Blackstone Group's entrance into the industry could pump up the market.

INVESTING ALTERNATIVES FEB 14, 2017
Trump throws monkey wrench into REIT sector

His election and his attraction to a stronger dollar have helped spur higher rates and resulted in higher bond yields, both bad news for REITs.

Couple wins $922K arbitration claim over illiquid real estate investments
INVESTING ALTERNATIVES FEB 14, 2017
Couple wins $922K arbitration claim over illiquid real estate investments

Claimants' invested in a real estate private placement, Sonoma Ridge Partners, as well as nontraded REITs sponsored by KBS.

INVESTING ALTERNATIVES FEB 08, 2017
Ron Carson reveals friction with LPL led to move to Cetera

Carson ends a 28-year relationship by moving his firm from LPL to Cetera.

Elderly investors win $1.25 million Finra arbitration over failed medical start-up investments
INVESTING ALTERNATIVES FEB 03, 2017
Elderly investors win $1.25 million Finra arbitration over failed medical start-up investments

The claimants alleged the Connecticut investment bank negligently supervised its broker.

Meet the ETF Class of 2016
INVESTING ALTERNATIVES JAN 26, 2017
Meet the ETF Class of 2016

Most are majoring in smart beta.

INVESTING ALTERNATIVES JAN 22, 2017
Equity ETFs ranked by Q4 2016 performance

INVESTING ALTERNATIVES JAN 12, 2017
Hedge funds take the 'short' out of long-short strategy

Many hedge funds have decided to toss the short side of their strategy and stick with the long side to avoid getting singed in a hot market.