Alternatives

Displaying 3882 results
Will Blackstone build or buy a nontraded REIT business?
INVESTING ALTERNATIVES APR 19, 2016
Will Blackstone build or buy a nontraded REIT business?

The firm could create its own REIT sponsor and wholesaler or take a run at an established one like NorthStar Asset Management Group Inc.

Blackstone considering getting into nontraded REIT market
INVESTING ALTERNATIVES APR 19, 2016
Blackstone considering getting into nontraded REIT market

Source says firm eyes creating, managing nontraded REITs for brokers and advisers to sell.

INVESTING ALTERNATIVES APR 19, 2016
Cantor Fitzgerald to hire nearly 30 RCS wholesalers

RCS was recently closed after paying Massachusetts $3 million to settle charges that it fraudulently rounded up proxy votes for real estate deals.

INVESTING ALTERNATIVES APR 18, 2016
Hedge funder sues his lawyer from jail over a 'rushed' home sale

Plus: UBS swims against the current toward hedge funds, the dismal history of earnings forecasts, and how not to say goodbye in an email

Steven Cohen gets back to managing money
INVESTING ALTERNATIVES APR 14, 2016
Steven Cohen gets back to managing money

<i>Breakfast with Benjamin</i> The dust around SAC Capital has settled enough so that Steven Cohen has a new entry point into the asset management business.

INVESTING ALTERNATIVES APR 11, 2016
Nontraded REIT company Cole Capital on the mend

Sales at the once-tarnished company are up fourfold this year while sales in the overall industry are down.

INVESTING EQUITIES APR 11, 2016
DOJ's suit against activist investor could affect entire mutual fund industry

Plus: Going after tax inversions goes after the middle class, the sun is setting on solar energy funds, and the baseball bat gets an upgrade

A DOL fiduciary rule everyone can live with
INVESTING RETIREMENT PLANNING APR 11, 2016
A DOL fiduciary rule everyone can live with

Final version includes a number of changes that address the most serious concerns of those who most vehemently criticized it.

ValueLine joins other asset managers by embracing liquid alternatives
INVESTING EQUITIES APR 11, 2016
ValueLine joins other asset managers by embracing liquid alternatives

Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund

INVESTING ALTERNATIVES APR 11, 2016
Low energy prices taking a toll on MLPs

The tax advantages might not be worth it.

New Finra pricing rules for illiquid investments shaking up IBD industry
INVESTING ALTERNATIVES APR 11, 2016
New Finra pricing rules for illiquid investments shaking up IBD industry

Firms need to be proactive in conveying information to their advisers.

INVESTING ALTERNATIVES APR 11, 2016
Bringing REIT commissions to light

It's one thing to charge an investor a high commission, but it's another to hide it and not be transparent about your charges.

SunEdison's hard lesson for renewable-energy investors
INVESTING EQUITIES APR 07, 2016
SunEdison's hard lesson for renewable-energy investors

<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.

Finra: Broker charged $11M in commissions for nontraded REITs and BDCs and lied about it
INVESTING ALTERNATIVES APR 06, 2016
Finra: Broker charged $11M in commissions for nontraded REITs and BDCs and lied about it

Regulator said he failed to tell Native American tribe about fees.

The time for emerging markets is now — if you can stand it
INVESTING ALTERNATIVES APR 04, 2016
The time for emerging markets is now — if you can stand it

Stocks are cheap, but clients should know what they are getting into.

Seeing renewable energy through rose-colored glasses
INVESTING EQUITIES MAR 31, 2016
Seeing renewable energy through rose-colored glasses

Plus: Goldman takes a swipe at gold, fixing corporate inversions, and what baseball season does for food

INVESTING EQUITIES MAR 28, 2016
Liquid alt funds are beating hedge funds

<i>Breakfast with Benjamin</i> Liquid alts beating the hedge funds they're designed to mimic begs the question of why we even need hedge funds anymore?

Low expenses the biggest trend in the fund industry, experts say
INVESTING EQUITIES MAR 28, 2016
Low expenses the biggest trend in the fund industry, experts say

Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.

SEC derivatives rule could limit investors' ability to diversify portfolios, critics say
INVESTING ALTERNATIVES MAR 24, 2016
SEC derivatives rule could limit investors' ability to diversify portfolios, critics say

The comment period for the rule, which was introduced in December, closed on Monday.

Transamerica teams with BlackRock to offer smart-beta ETFs in variable annuity portfolios
INVESTING ALTERNATIVES MAR 23, 2016
Transamerica teams with BlackRock to offer smart-beta ETFs in variable annuity portfolios

Offerings meant to help counter a trend toward passive index strategies.