Alternatives

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INVESTING EQUITIES NOV 15, 2015
December looking more likely for Fed rate hike

<i>Breakfast with Benjamin:</i> Ground Control to Major Yellen. Commencing countdown, engines on. The Fed's October meeting minutes stress a potential December liftoff for rates.

Don't let volatile energy markets change your mind on MLPs
INVESTING ALTERNATIVES NOV 12, 2015
Don't let volatile energy markets change your mind on MLPs

Depending on the client, now may be a time to add to the allocation to this investment class.

RCAP "unlikely" to dump Cetera for $700 million: analyst
INVESTING ALTERNATIVES NOV 12, 2015
RCAP "unlikely" to dump Cetera for $700 million: analyst

Citigroup's Bill Katz questions report that RCAP was shopping Cetera for &quot;fire sale&quot; price

ETF that bet on bitcoin has been surging
INVESTING ALTERNATIVES NOV 10, 2015
ETF that bet on bitcoin has been surging

ARK Investment Management says the capricious cryptocurrency is a buy in the wake of emerging market volatility

INVESTING ALTERNATIVES NOV 09, 2015
House committee approves easing accredited-investor standard

The House Financial Services Committee overwhelmingly approved legislation that would ease restrictions on the kind of investors who can purchase unregistered securities.

Cetera suspends sales of AR Capital REITs
INVESTING ALTERNATIVES NOV 09, 2015
Cetera suspends sales of AR Capital REITs

Broker-dealer takes action after Massachusetts' securities regulator charged a related company with fraudulently rounding up proxy votes to support real estate deals sponsored by AR Capital.

The endless and irrelevant financial woes of presidential candidates
INVESTING EQUITIES NOV 09, 2015
The endless and irrelevant financial woes of presidential candidates

<i>Breakfast with Benjamin</i>: Presidential candidates are not always good at managing their own money, and voters don't care, or need to.

What advisers need to know about peer-to-peer lending
INVESTING ALTERNATIVES NOV 08, 2015
What advisers need to know about peer-to-peer lending

Before clients start asking, know the basics about this income generating investment.

INVESTING ALTERNATIVES NOV 05, 2015
W.P. Carey sets fundraising record in first half

$909 million raised is almost as much as the $1.04 billion the firm raised all of last year.

INVESTING ALTERNATIVES NOV 05, 2015
Nontraded REIT heavyweight W.P. Carey retreats from net-lease real estate

As spreads tighten, turning attention to lodging, self-storage and Europe.

Chinese stocks go from a sell to a buy just like that
INVESTING EQUITIES NOV 03, 2015
Chinese stocks go from a sell to a buy just like that

<i>Breakfast with Benjamin</i>: Emerging-markets fund manager who darted out of Chinese stocks at the best possible time is now moving back in.

INVESTING RETIREMENT PLANNING NOV 03, 2015
Active target date managers make tweaks ahead of Fed rate hike

Active managers have made small changes on the margins of their TDF portfolios, which could give them a short-term advantage over passive managers.

Pimco builds an alternatives business as bond turmoil grabs the headlines
INVESTING ALTERNATIVES NOV 03, 2015
Pimco builds an alternatives business as bond turmoil grabs the headlines

Unit focused on real estate and distressed debt is a bright spot in the firm's quest for profitability and growth.

If clients are fed up with the U.S., consider a second citizenship
INVESTING EQUITIES NOV 02, 2015
If clients are fed up with the U.S., consider a second citizenship

Citizenship by investment is a growing method that allows high-net-worth clients to shield their assets from the U.S. government.

INVESTING EQUITIES OCT 31, 2015
The Fed's monetary policy is making income inequality even worse

<i>Breakfast with Benjamin</i>: The numbers are in, and it turns out the $12.4 trillion worth of quantitative easing has only worsened inequality.

SEC passes crowdfunding rule, giving retail investors new access to startups
INVESTING EQUITIES OCT 31, 2015
SEC passes crowdfunding rule, giving retail investors new access to startups

Funding model is based on platforms such as those developed by Kickstarter Inc. and Indiegogo Inc. that allow entrepreneurs, artists and engineers to solicit donations for projects ranging from virtual-reality headsets to music festivals

INVESTING EQUITIES OCT 30, 2015
Jobs report has the bond market on edge

<i>Breakfast with Benjamin</i>: The specific things to watch for in today's jobs report that could influence the Fed's decision on interest rates.

The Fed has lost all credibility with the bond market
INVESTING EQUITIES OCT 29, 2015
The Fed has lost all credibility with the bond market

<i>Breakfast with Benjamin</i>: The bond market appears uninterested in the Fed's subtle hints of a looming rate hike next month, or the month after that, or someday, maybe, eventually.

The time is now to consider alts ahead of Fed rate hike
INVESTING ALTERNATIVES OCT 29, 2015
The time is now to consider alts ahead of Fed rate hike

To buffer clients' portfolios ahead of a rising-rate environment, financial advisers should consider allocating to liquid alternative strategies.

Smart-beta managers call out active managers on transparency
INVESTING ALTERNATIVES OCT 28, 2015
Smart-beta managers call out active managers on transparency

Smart-beta funds offer investors more transparency because they must announce rule changes ahead of time.