Alternatives

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INVESTING EQUITIES FEB 03, 2015
Smart beta booming despite a name everyone hates

2015 could be the year smart beta converts naysayers, as investors face market head winds that make returns hard to come by. </br><b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150201/SMARTBETA2015&quot; target=&quot;_blank&quot;>Our full smart beta special report</a>)</b></i>

BlackRock dives into ARCP
INVESTING ALTERNATIVES FEB 02, 2015
BlackRock dives into ARCP

The fund giant has taken a major position in the beleaguered real estate investment trust, American Realty Capital Properties Inc., or ARCP.

Younger generations going all in with 401(k) contributions
INVESTING EQUITIES FEB 02, 2015
Younger generations going all in with 401(k) contributions

Today's <i>Breakfast with Benjamin</i> features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.

INVESTING ALTERNATIVES JAN 29, 2015
Schorsch picks up yet another midsize IBD

Nicholas Schorsch continues to add midsize independent broker-dealers to the Cetera Financial Group Network, and on Wednesday night announced plans to acquire Girard Securities Inc.

Russia is starting to look like an investment opportunity
INVESTING EQUITIES JAN 28, 2015
Russia is starting to look like an investment opportunity

Today's <i>Breakfast with Benjamin</i> features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.

Nontraded REIT sales at Realty Capital slip in 2014 but big drop avoided
INVESTING ALTERNATIVES JAN 28, 2015
Nontraded REIT sales at Realty Capital slip in 2014 but big drop avoided

Sales of REITs and other non-liquid alts at Schorsch-related firm decline 7.6% from 2013.

INVESTING OPINION JAN 27, 2015
Closed-end funds can offer opportunities, but they come with risks

Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.

INVESTING EQUITIES JAN 26, 2015
Citigroup says oil is going from cheap to dirt cheap

<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.

The next thing to worry about: Investor overconfidence
INVESTING RIAS JAN 26, 2015
The next thing to worry about: Investor overconfidence

In Friday's <i>Breakfast with Benjamin</i>, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.

MLP funds, once seemingly immune, show signs of frailty as energy prices fall
INVESTING EQUITIES JAN 26, 2015
MLP funds, once seemingly immune, show signs of frailty as energy prices fall

Popular category for yield-starved investors posts first quarterly decline in two years.

Finra hawks fiduciary in its regulatory priorities for 2015
INVESTING RIAS JAN 23, 2015
Finra hawks fiduciary in its regulatory priorities for 2015

Finra's just-released regulatory and exam priorities for the new year include an unusual directive that brokers act in the best interests of clients regardless of current rules.

INVESTING EQUITIES JAN 22, 2015
Dynasty hires Scott D. Welch to be chief investment officer

Service provide plans to expand investment opportunities for its network of advisory firms

Salient Partners buys Forward Funds with liquid alts expansion in mind
INVESTING EQUITIES JAN 21, 2015
Salient Partners buys Forward Funds with liquid alts expansion in mind

Combined firm will include 36 funds and $27 billion under management.

INVESTING RIAS JAN 21, 2015
A new entry point for gold investors takes on GLD

Bank of Montreal strikes while the metal is hot.

INVESTING ALTERNATIVES JAN 21, 2015
Bordeaux is illiquid but there is a way to invest in wine

More than half a dozen firms peddling wine investments in the U.K. alone went belly up last year. Why have there been so many flops? A fund's structure &amp;mdash; and the wine it buys for investing &amp;mdash; are key to success.

Good looks aren't everything, but it might help you attract more assets
INVESTING RIAS JAN 21, 2015
Good looks aren't everything, but it might help you attract more assets

In today's <i>Breakfast with Benjmain</i>, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper etiquette after losing his clients' money.

Swiss franc fallout hits some liquid alt funds harder than others
INVESTING EQUITIES JAN 21, 2015
Swiss franc fallout hits some liquid alt funds harder than others

Big bets, currency exposure might surprise some investors

INVESTING ALTERNATIVES JAN 21, 2015
Nicholas Schorsch down, not out after resigning again

Though the real estate czar stepped down from two more publicly traded companies last week, as well as from a host of other nontraded REITs, he still remains entrenched at other firms he created and is the largest shareholder at several others.

INVESTING RIAS JAN 21, 2015
Former Edward Jones rep accused of stealing from a disabled client

Plus the rest of Tuesday's <i>Breakfast with Benjamin</i>: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ

INVESTING ALTERNATIVES JAN 21, 2015
Alts fund manager Daniel Thibeault arrested in securities fraud

The FBI accused GL Capital Partners CEO Daniel Thibeault of creating fictitious loans to divert millions in assets to business accounts.