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Advisers prefer leaving alts in VAs to others
Financial advisers who use Jackson National Life Insurance Co.’s variable annuity appreciate the benefits of adding alternatives, but…
MLP mutual funds: A bad wrap?
The planned acquisition of SteelPath Capital Management LLC by OppenheimerFunds Inc. is much more significant than just a…
KKR plans to offer retail funds to pursue debt investments
Will offer the KKR Alternative Corporate Opportunities Fund and the KKR Alternative High Yield Fund, according to SEC filings
State Street buys Goldman’s hedge fund unit
State Street now the world's largest hedge fund administrator with purchase of Goldman unit
Debacle at PFGBest is worst nightmare for client
The calls started coming in at about 2 p.m. last Monday, said Lauren Nelson, communications director for Attain…
For faint of heart, AQR launches funds with beta blockers
Boutique alternatives shop AQR Capital Management has launched three funds that put a defensive spin on equities.
First Apple REIT case goes against Lerner
Finra arbitrator sides with claimants; more suits, cases pending
What to watch for when investing in master limited partnerships
In an environment where yields are low and the stock market is lackluster, MLPs offer much desired returns and some legitimate diversification.
Romney tax plan would likely spell end of mortgage deduction, says Bowles
Lowering of all tax brackets will require more than just eliminating tax breaks for the rich
Dour Gundlach sees dramatic comeuppance for U.S.
Out-of-control debt will force massive policy changes, including tax hikes and spending cuts; 'we're going to jump the tracks'
Versus targeting RIAs with new private real estate fund
Versus was granted an exemption from SEC Monday that allows it to offer a second share class of its Versus Capital Multi-Manager Real Estate Income Fund (VCMIX), which doesn't charge distribution fees or an early-withdrawal penalty.
Video: Why the housing market could be a big surprise
In his July market report, Brad McMillan, chief investment officer for Commonwealth Financial Network LLP, says the housing market has the potential to provide the beleaguered U.S. economy with a "real chance for an outside surprise."
Buffett makes $3.85B bid for ResCap mortgage business
Warren E. Buffett, whose prediction last year of a housing recovery was premature, is raising his bet on…
Wells Real Estate nixes controversial charge
In a move that should cheer shareholders, Wells Real Estate has decided against charging clients an internalization fee.
The retirement vehicle advisers love to hate
Financial advisers should love reverse mortgages. After all, older clients who may be strapped for cash — and many are — can use a reverse mortgage to tap the equity in their homes rather than raid their investment portfolios. For fee-based advisers, a reverse mortgage could preserve their bread and butter.
Most nontraded REITs underperform market
Comparing 17 “full-cycle” nontraded real estate investment trusts with two customized benchmarks, the study found that just five…
Falcone resigns as chairman, CEO of Harbinger Group
Founder of hedge fund firm Harbinger Capital Partners last year settled a probe by U.S. regulators by admitting improperly borrowing money from his fund to pay his personal taxes.
Thinkorswim users hit TD Ameritrade with hefty arbitration claim
Thinkorswim users sue TD Ameritrade claiming they could not get through to execute trades in August
Five years later, housing prices on the rise
National averages indicate property market finally recovering from Great Cave-In; good news, bad news
Alternatives coverage expands
Morningstar Inc. is expanding its analyst ratings and global fund reports to encompass about 40 alternatives mutual funds,…
