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Misclassified fund draws huge assets, then falters

February 16, 2017

The Catalyst Hedged Futures Strategy Fund (HFXIX) was up 6.2% last year, head and shoulders above the average managed futures fund, which fell 2.8%. Performance like that caught investors' eyes. The fund's assets soared from $1.2 billion in...

Meet the ETF Class of 2016

January 17, 2017

As the exchange-traded fund industry gears up for the Inside ETFs conference in Hollywood, Fla., a look at last year's new funds provides some insights as to what's hot and what's not. Morningstar (MORN) lists 239 ETFs that made their debut...

Smart-beta returns track their Morningstar categories

January 5, 2017

Your fund may have the smartest beta around, but your returns are still ultimately going to stem from the fund's primary investment playground. Smart beta funds are index funds that use a set of rules to modify performance, preferably for the...

Couple wins $922K arbitration claim over illiquid real estate investments

December 15, 2016

Mid Atlantic Capital Corp., an independent broker-dealer, lost a $922,000 arbitration award on Tuesday to a couple who sued the company over sales of illiquid real estate private placements and nontraded real estate investment trusts. The claimants,...

Small broker-dealer owner settles with Finra over allegations of concentrating clients in illiquid alts

November 22, 2016

A combative owner of a small broker-dealer has reached a settlement with the Financial Industry Regulatory Authority Inc. over claims that he and his firm had clients overly concentrated in illiquid investments and had used a book he had written...

Alternative strategies fight index investors while longing for a 'black swan' event

November 17, 2016

Ever since the 2008 financial crisis, when virtually every asset class morphed toward a suddenly singular correlation of declines, the case for diversifying into alternative investments has sounded logical. But, also ever since the financial...

When talking to clients about alternative investments, keep it simple: experts

November 16, 2016

The key to helping clients understand and embrace adding exposure to alternative investments is talking plainly and breaking the strategies down to simple terms, according to a panelists speaking Wednesday in Miami at InvestmentNews' Alternative...

Advisers brace for the transition toward a President Trump

November 9, 2016

Financial advisers, normally known for preaching calm in times of market stress, are already looking past any short-term volatility following the election of Donald Trump to focus on areas of opportunity. “I think the Republican-led government...

Handful of mutual funds set up for big capital gains distributions

November 4, 2016

So far, 2016 doesn't look like a year in which investors will be hit hard with mutual fund capital gains distributions. But there are some noteworthy standouts. A “handful of doozies.” The official word from Wells Fargo is that the SEC is...

FolioDynamix acquires Summit Advisor Services for $6 million in wake of Aequitas collapse

November 3, 2016

The failure of alternative investment manager Aequitas Capital Partners continued to ripple through the investment community this week as FolioDynamix acquired adviser technology firm Summit Advisor Services. Dallas-based Summit Advisor Services,...

AlphaCore mutual fund debut rides a long track record

October 31, 2016

Alternative investments shop AlphaCore Capital has made its mutual fund debut with an impressive five-and-a-half-year track record for a fund that technically has a history of just a few weeks, and only about $4 million in seed capital. Despite...

Morningstar to create new style box for liquid alt funds

October 20, 2016

Morningstar is moving financial advisers a step closer to cutting through the fog of alternative-strategy mutual funds by creating a fresh set of style boxes just for liquid alternative funds. The new style boxes, which are still under construction,...

Gold's price drop puts traders and investors at odds

October 18, 2016

The flat-lining price of gold in October reflects a unique split between traders and investors in the precious metal. While the price of gold, at around $1,260 an ounce, is up nearly 24% from the start of the year, it has fallen by nearly 8%...

Prudential Investments joins the fee-cut bandwagon

October 18, 2016

Prudential Investments has become the latest asset manager to jump on the lower-fees bandwagon, which is gaining momentum stemming from the release of the Department of Labor's new fiduciary rule last spring. Prudential announced fee cuts for...

REIT investors brace for a December rate hike

October 13, 2016

A solid run for the real estate category this year, boosted by it becoming an eleventh sector of the S&P 500 Index, has lost some steam recently amid fresh concerns of a December interest rate hike. While most market watchers say such short-term...

LendingClub introduces peer-lending robo for advisers

October 13, 2016

Advisers who want to invest clients in peer lending have a new shortcut. LendingRobot, an automated platform for individuals seeking such investments, now provides advisers with the ability to set up accounts on behalf of their clients, creating...

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...

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...

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...

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