February 9, 2012

Regulators to scrutinize nontraded business development companies

By Bruce Kelly

Coming Finra investor alert for business development companies could highlight concerns similar to those of nontraded REITs

• alternative investments,
• Financial Industry Regulatory Authority (FINRA),
• North American Securities Administrators Association Inc (NASAA)

January 8, 2012

What to watch for when investing in master limited partnerships

As Wall Street continues to package master limited partnerships inside retail-oriented products, financial advisers should pay close attention to the tax consequences of their choices. Thanks to the Tax Reform Act of 1986, which was designed to boost investment in mostly energy-...

• alternative investments,
• E*Trade Financial Corp.,
• exchange traded funds (ETFs),
• exchange traded notes (ETNs)

January 1, 2012

Making the case for alternatives

By Jeff Benjamin

If ever there was a time to embrace investments in alternatives, this is it.

• alternative investments

January 1, 2012

Special report: The 2012 outlook

Last year's stock market volatility has taken its toll: Financial advisers are a lot more skittish about equities now than they were at the start of 2011.

• alternative investments,
• economy / economics

January 1, 2012

Volatility, low interest rates likely to boost alternatives despite lag

By Andrew Osterland

Despite the generally dismal performance of alternative investment funds, investors continued to pour money into them in 2011

• alternative investments

January 1, 2012

Boutique money managers lead way with alternatives

By Jason Kephart

When the average investor looks at the biggest alternatives mutual funds, the fund world's most familiar names probably won't show up.

• alternative investments,
• mutual funds

December 27, 2011

Bridgewater, AQR take aim at DC assets

By Christine Williamson

Alternative investment managers Bridgewater Associates and AQR Capital Management are turning their attention to the defined contribution plan market with tweaks to their strategies.

• 401(k),
• alternative investments,
• defined contribution plans,
• mutual funds

November 23, 2011

LPL fined over sale of risky partnerships to seniors

By Bruce Kelly

B-D failed to supervise adequately ex-rep in Oregon who flogged the investments; some clients in their 80s

• alternative investments,
• LPL Financial

November 13, 2011

Top advisers see very slow growth in 2012

The following is an edited transcript of an Oct. 25 round-table discussion moderated by InvestmentNews deputy editors Evan Cooper and Frederick P. Gabriel Jr.

• alternative investments,
• hedge funds

October 28, 2011

2011 InvestmentNews Alternative Investments Conference Supplement

...

• alternative investments