Alternatives

Displaying 4067 results
ALTERNATIVES JUN 12, 2018
Former Schorsch REIT reaches $90 million settlement with Vanguard

The mutual fund giant was the largest shareholder of American Realty Capital Properties Inc. when it reported inflated financial results because of a $23 million accounting mistake.

By Bruce Kelly
ALTERNATIVES JUN 11, 2018
Winning over the ultra-rich means cutting them in on mega deals

Bankers are vying for the world's hyper-wealthy as never before, and they are holding out investments that are tantalizingly off-limits to the rest of us

By Bloomberg
ALTERNATIVES JUN 06, 2018
Demand grows for structured notes

CAIS Group, a distribution platform for alternatives, cites 40% increase in its structured notes business over the last couple of years.

By Bruce Kelly
ALTERNATIVES JUN 05, 2018
Teamwork makes the dream work at Pimco

Four years after the ousting of Bill Gross, the firm's total assets have increased by $300 billion.

By Bloomberg
RETIREMENT PLANNING MAY 31, 2018
Blackstone woos wealthy with tax-free hedge fund

Tax-free status reflects fact that investments are held in an insurance vehicle.

By Bloomberg
ALTERNATIVES MAY 29, 2018
Blackstone woos wealthy with tax-free hedge fund

Tax-free status reflects fact that investments are held in an insurance vehicle

By Bloomberg
Late to the alternative-investment party
ALTERNATIVES MAY 25, 2018
Late to the alternative-investment party

JPMorgan is slashing its minimum on alts at a point when such investments are likely to see more modest returns.

By Nir Kaissar
RIA NEWS MAY 25, 2018
Former hedge fund CFO barred, ordered to pay $227,500 penalty

SEC alleged that Perry Gruss abetted cash moves at defunct D.B. Zwirn.

By Bloomberg
ALTERNATIVES MAY 21, 2018
Gold bulls head for the exits on strong dollar, lack of fear

Even physical demand has been slowing.

By Bloomberg
ALTERNATIVES MAY 17, 2018
JPMorgan Chase to make alt investments available to the many

Bank plans to slash minimum buy-in to $100,000 from $10 million.

By Bloomberg
All that smart beta can obscure the big picture
ALTERNATIVES MAY 08, 2018
All that smart beta can obscure the big picture

Every factor involves uncertainty, regardless of whether it works during a certain period.

By Nir Kaissar
ALTERNATIVES MAY 05, 2018
It's time to educate your clients, and yourself, about alternative investments

Advisers must know the benefits and pitfalls of common alts.

By crain-api
OPINION MAY 03, 2018
3 insights on the Financial Engines-Edelman combination and how it might affect you

The combined company is likely to become a nationally dominant firm.

By Joe Duran
Neuberger Berman launches specialty finance group
ALTERNATIVES MAY 02, 2018
Neuberger Berman launches specialty finance group

Investment management firm names Peter Sterling to head the new group.

By James Comtois
ALTERNATIVES MAY 01, 2018
China's HNA drops bid to buy Anthony Scaramucci's SkyBridge

Both sides agreed U.S. government approval of the acquisition would have taken too long.

By Bloomberg
ALTERNATIVES APR 28, 2018
More advisers use alts, but few understand them

Alternative investments are complex and difficult to define, let alone explain to clients?

By John Waggoner
ALTERNATIVES APR 26, 2018
Blackstone lures retail clients

Individual investors provided 19% of the money the private equity firm raised in Q1.

By Bloomberg
ALTERNATIVES APR 26, 2018
Tax reform leads to question: To be or not to be a REIT?

New law may spur some real estate investment trusts to convert to C corps

By Bloomberg
ALTERNATIVES APR 19, 2018
Cadaret Grant acquired by private-equity-backed Atria

75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'

By Jeff Benjamin
ALTERNATIVES APR 18, 2018
Investing in virtue is hard when few companies qualify

Two biggest socially responsible ETFs both have positions in Facebook

By Nir Kaissar