Results for "alternative investments"

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Financial advisers miss the mark by measuring alternative investments against stock market

October 12, 2016

There are plenty of reasons for financial advisers to be leery of alternative investments, but most of them are related to a lack of understanding and comparisons to the wrong kinds of benchmarks. In the wake of an unprecedented bull market...

ETFs emerging as important part of alternative investment market

October 9, 2016

Exchange-traded products are becoming an important part of the alternative investment market. ETFs have and will continue to “democratize” the investment world by allowing investors low-cost access to asset classes previously available only...

Alternative investments have made little headway in getting on retirement plan menus

October 9, 2016

A more than doubling of the U.S. stock market since the 2008 financial crisis has presented a persistent hurdle for most proponents of alternative investment strategies, but it has yet to derail their efforts. A raging bull market is probably...

The race for lower fees shines a light on smart beta

October 6, 2016

As BlackRock Inc. throws down the gauntlet with some sweeping price cuts across its exchange-traded funds lineup, it's only logical to assume the increasingly popular smart beta strategies will be next in line to feel the spreading pressure...

Fidelity's billionaire Johnson family vs. the average investor

October 6, 2016

Fidelity Investment's private venture capital business gets called out for lining the pockets of the company's close-knit ownership circle at the expense of ordinary mutual fund shareholders. The Johnson clan gets richer. In the race to the...

Big bets come back to haunt Franklin Templeton's global bond fund

October 5, 2016

The $44 billion Templeton Global Bond Fund (TGBAX) is probably not what most financial advisers would expect from a strategy in such a bland and stoic category as world bond funds. But, based on the pace of money flowing out of the fund over...

Alternative investments shop 361 Capital 'diversifies' into long-only management

October 4, 2016

In a move that goes against the grain of the broader asset management industry, alternative investments shop 361 Capital announced Tuesday plans to acquire long-only manager BRC Investment Management. 361 Capital has already filed to launch...

SEC uses big data to make $15-million case against UBS for improper complex products sales

September 28, 2016

UBS Financial Services paid more than $15 million to settle Securities and Exchange Commission charges that it improperly sold risky, complex products to investors, the agency announced on Wednesday. In pursuing the case, the SEC said that it...

Old school fund companies Goldman, JPMorgan wade deeper into ETF market

September 16, 2016

Old-line asset management shops are continuing to wade deeper into the ETF market, seemingly embracing the notion that 'if you can't beat 'em, join 'em.' Over the past few weeks, Goldman Sachs Asset Management, JPMorgan Asset Management, and...

Time to start navigating that minefield of mutual fund capital gains

September 9, 2016

Heading into capital gains distribution season for mutual funds, there are some potential pitfalls worth noting for financial advisers. Don't assume a fund will always be tax friendly. The muni-bond lovefest continues. Investors are pouring...

Raymond James gains alternative investments with Alex. Brown deal

September 6, 2016

Raymond James Financial Inc. has completed its purchase of Deutsche Bank AG's U.S. private client unit, Alex. Brown, opening up a new offering of sophisticated investments for the brokerage firm. The deal, which was completed Monday, will give...

Real estate valuations likely to cap REIT returns

August 19, 2016

For years, brokers have been selling high commission, nontraded real estate investment trusts with the promise of high dividend yields of 6% and 7% annually. That eye-popping dividend rate was the key element to advisers' successful marketing...

Smart beta finds fixed income

August 18, 2016

Fixed income shapes up as the next frontier for smart-beta strategies. A small but strong showing. The haters are gonna hate this, but things might be shaping up for the start of a bear market for bonds. The momentum is just getting started....

All three stock indexes hit record highs in 1999 redux, minus the investor euphoria

August 12, 2016

Seeing three major U.S. stock markets indexes all hit record highs for the first time since 1999 has given pundits and market watchers plenty to analyze, but fear is not yet part of the equation. “Valuations are getting high, but they can...

Rob Arnott says cheesy copy cats are hurting smart beta investing

August 11, 2016

Rob Arnott, a pioneer of smart-beta investing, says the growing popularity of the investing style has gotten out of hand. Perhaps he longs for the good old days when almost nobody believed in smart beta. “There are a lot of dumb ideas masquerading...

What's behind the gold price rally, and will it hold?

August 11, 2016

There are seemingly endless theories to explain the stunning gold-price rally this year, and most of them support more of the same for the precious metal. Global gold demand reached 2,336 tons through the first six months of the year, led by...

Blackstone jumps into nontraded REIT market

August 10, 2016

Wall Street alternative investment giant The Blackstone Group, with $356 billion in assets, is diving into the beleaguered nontraded real estate investment trust marketplace, registering its first nontraded REIT with the Securities and Exchange...

Nuveen Investments expands access to alternatives for financial advisers' wealthy clients

August 9, 2016

Nuveen Investments has rolled out a new platform that will expand access of its alternative investment lineup to wealthy individuals working with financial advisers. Nuveen, an operating division of TIAA Global Asset Management, already manages...

Precious metals funds ride gold trade to 120% rally

August 5, 2016

If you have been a gold investor this year, you can be pleased with the 26% gain for the precious metal. But if you had the foresight to leverage that gold play with an allocation to gold mining companies, you will be riding high on gains in...

Finra launches exam sweep of business development companies

August 4, 2016

Finra has launched an examination sweep of nontraded business development companies, the latest alternative investment product to receive increased scrutiny from the broker-dealer regulator. In an exam letter posted on its website Thursday,...

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