Alternatives

Displaying 3995 results
INVESTING EQUITIES SEP 22, 2014
Should you follow Bill?

Friday's <i>Breakfast with Benjamin</i> features: Bill Gross is selling bonds. Should you? Plus: Finra might go inside to replace Fienberg; the markets' muted reaction to Obama; pump and dump; more money flows to hedge funds; and Cantor's way of commemorating 9/11.

By Jeff Benjamin
INVESTING EQUITIES SEP 19, 2014
What Scotland's 'no' vote means for markets

Today's <i>Breakfast with Benjamin</i>: What Scotland's 'no' vote might mean for the markets, Alibaba's IPO prices in record territory, the 'dumb money' is getting smarter, and gold continues to slide.

By Jeff Benjamin
INVESTING RETIREMENT PLANNING SEP 19, 2014
Liquid alts are a threat to hedge funds as we've known them

Calpers decision raises questions about high hedge fund fees, even as those funds are evolving

By Jeff Benjamin
INVESTING ALTERNATIVES SEP 19, 2014
Are changes ahead in the way nontraded REITs are sold?

Fat commissions could be trimmed if states approve regulations affecting the sale of nontraded real estate investment trusts.

By Mark Schoeff Jr.
INVESTING ALTERNATIVES SEP 18, 2014
Is Calpers' move away from hedge funds a bellwether for advisers?

If major institutions cannot justify hedge fund investing, where should advisers turn for alternative asset exposure?

By Dan Thibeault
INVESTING ALTERNATIVES SEP 17, 2014
Finra 'unfairly criticized' on REIT pricing rule change

Mark Goldberg of IPA praises regulator's action to extend clarity to investor statements.

By Mark M. Goldberg
INVESTING ALTERNATIVES SEP 17, 2014
Schorsch's RCS buys majority stake in Docupace Technologies

Company provides SEC- and Finra-compliant paperless processing systems to financial services firms.

By Joyce Hanson
INVESTING EQUITIES SEP 17, 2014
Bill Gross rides derivatives around Fed policy

<i>Breakfast with Benjamin:</i> The Bond King levers up. Plus: There is nothing smooth about the Fed's next move, the first nail in hedge funds' coffin and more.

By Jeff Benjamin
INVESTING EQUITIES SEP 17, 2014
A user's guide to this week's "Fedspeak"

On this morning's <i>Breakfast with Benjamin</i> menu, a guide to the Fed's upcoming comments, Calpers sends hedge funds out to pasture, getting on the stock-split bandwagon, and more.

By Jeff Benjamin
INVESTING EQUITIES SEP 17, 2014
Markets wait on the Fed's next move

<i>Breakfast with Benjamin:</i> Investors are waiting for Janet Yellen and the Fed to pull the trigger on rates. Plus: Buying Alibaba via ETFs; S&amp;P and Nasdaq stocks start to separate; hedge funds ride the wave; and annuity product sales hitting double digits.

By Jeff Benjamin
INVESTING ALTERNATIVES SEP 17, 2014
Integration of Schorsch BD empire gets underway

By year end, RCAP expects to consolidate business groups across 9 B-Ds.

By Bruce Kelly
INVESTING ALTERNATIVES SEP 16, 2014
Calpers boosts property investments as hedge funds shrink

Pension fund began restructuring real estate portfolio in 2010; has 11% target allocation for FY16.

By Bloomberg
INVESTING ALTERNATIVES SEP 16, 2014
Why managed futures aren't getting the job done

Most advisers got involved in managed futures after stocks' poor performance in 2008 but walked right into another poor market environment, this time for managed futures themselves.

By Jeff Malec
INVESTING ALTERNATIVES SEP 15, 2014
Nontraded REIT guidelines too late for some clients

State securities regulators are making noise about implementing changes to policies that would limit how much a client's net worth could be invested in nontraded real estate investment trusts. Those limits would have helped clients in the case of a Louisiana broker who now has a Finra complaint.

By Bruce Kelly
INVESTING EQUITIES SEP 15, 2014
Are you prepared to make an exit from the stock market?

By Axel Merk
INVESTING ALTERNATIVES SEP 15, 2014
Advisers take stock as ETF portfolio manager F-Squared faces legal action

Wary advisers are taking a closer look at F-Squared Investments, the largest manager of exchange-traded-fund portfolios, which is under investigation for misrepresenting past returns.

By Trevor Hunnicutt
INVESTING ALTERNATIVES SEP 14, 2014
How alternatives are changing the landscape of investing

A correlation between the alternative rock of the '80s and '90s and alternative mutual funds.

By Andrew Rogers
INVESTING ALTERNATIVES SEP 11, 2014
Feuding partners jeopardize real estate firm's future

The owners of Gemini Real Estate Advisors have dueling claims against each other.

By Bruce Kelly
INVESTING ALTERNATIVES SEP 07, 2014
Foot-dragging on rules harms investors

Regulators are notorious for dragging their feet, and investors suffer when new rules take too long to be finalized.

By MFXFeeder
INVESTING ALTERNATIVES SEP 05, 2014
Bond gurus say the rally is over

In today's <i>Breakfast with Benjamin</i>, bond experts weigh in on the state of the bond rally, hackers find nothing to steal from Obamacare site, the Fed goes after Libor and another reminder to diversify into alternatives.

By Jeff Benjamin