Alternatives

Displaying 4067 results
ALTERNATIVES APR 17, 2018
Will global macro finally shine?

Such funds may be poised to shine as the market cycle shifts from calm to increasing uncertainty.

By Joseph Burns
OPINION APR 17, 2018
Using smart beta in an outcomes-oriented portfolio

Before incorporating strategic beta products in a client's portfolio, advisers must understand the challenges at hand and the desired outcome

By Mannik S. Dhillon
ALTERNATIVES APR 12, 2018
JPMorgan Chase sued for charging 'sky-high' fees for crypto purchases

Bank gave no notice that it was changing policy to treat crypto buys as cash advances.

By Bloomberg
ALTERNATIVES APR 10, 2018
Private equity firms seek to do well by doing good

From saving tiny lizards to conserving hallway lights, firms actively embrace value of sustainability.

By Bloomberg
ALTERNATIVES APR 09, 2018
Investment Program Association rebrands itself for Main Street

Group advocating for investments like REITs, BDCs, close-end funds, and energy and equipment leasing programs changes name to Institute for Portfolio Alternatives.

By Mark Schoeff Jr.
ALTERNATIVES APR 04, 2018
What advisers need to know about alternatives

A new Innovators in Investing webcast looks at various aspects of investing in alternatives.

By John Waggoner
ALTERNATIVES APR 04, 2018
Few places for advisers — or clients — to hide in this stock correction

International bonds and various alternative investments offer little solace.

By John Waggoner
ALTERNATIVES MAR 23, 2018
Business development company language added to spending bill allows for increased leverage

BDC reform was tacked onto the $1.3 trillion appropriations bill signed by Trump on Friday.

By Mark Schoeff Jr.
ALTERNATIVES MAR 22, 2018
More turnover at top of REIT manager CNL Financial

The president of the company's wholesaling broker-dealer is the latest senior executive to leave.

By Bruce Kelly
ALTERNATIVES MAR 12, 2018
Lynn Tilton's Zohar funds file for bankruptcy

Tilton plans to refinance debt or sell assets of the three structured debt vehicles.

By Bloomberg
RIA NEWS MAR 07, 2018
Private equity dollars pouring into wealth management, fintech

Deep-pocketed PE investors are driving M&A activity, fueling growth.

By Jeff Benjamin
ALTERNATIVES MAR 06, 2018
Blackstone sees half of assets coming from individual investors

Private equity firm's funding from retail will rise from current 15%-20%, exec says.

By Bloomberg
ALTERNATIVES MAR 05, 2018
Why isn't gold soaring?

Inflation fears and the declining dollar haven't pushed gold much higher — yet

By John Waggoner
ALTERNATIVES MAR 02, 2018
Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

By John Waggoner
ALTERNATIVES FEB 23, 2018
Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

By John Waggoner
ALTERNATIVES FEB 22, 2018
Bond dilemma requires new thinking

Innovative strategies are needed as investors face the end of the long bull cycle in fixed income.

By Karan Sood
ALTERNATIVES FEB 15, 2018
Vanguard rolls out active-factor ETFs

New offerings include six exchange-traded funds and one mutual fund

By John Waggoner
ALTERNATIVES FEB 13, 2018
Newbridge target of investor complaints over REIT sales

Firm could face two dozen suits from police, firemen and other Philadelphia public employees alleging millions in damages, according to two attorneys handling the claims.

By Bruce Kelly
ALTERNATIVES FEB 08, 2018
Altegris merges with Artivest to create $3B alternative investments platform

Private-equity backers embrace the expanded access to investors.

By Jeff Benjamin
EQUITIES FEB 08, 2018
Alternative funds suddenly look a whole lot better

The market sell-off highlights the virtues of hedging.

By John Waggoner