Alternatives

Displaying 3998 results
ICI, Chamber appeal CFTC mutual fund rule
INVESTING ALTERNATIVES DEC 28, 2012
ICI, Chamber appeal CFTC mutual fund rule

Agency wants funds using commodities to register with it.

By Gregory Crawford
Big fund companies likely big winners in hedge fund ad rule
INVESTING ALTERNATIVES DEC 28, 2012
Big fund companies likely big winners in hedge fund ad rule

Firms with alts like BlackRock, JPMorgan have muscle to seize the opportunity

By Gregory Crawford
INVESTING ALTERNATIVES DEC 26, 2012
Nontraded REIT deal good news for shareholders

In putting together a deal for Apple REIT Six, Blackstone has given a boost to the trust's shareholders — and stemmed the recent tide of bad news for David Lerner Associates.

By Bruce Kelly
Raise high the roof beam: Home values up for first time since 2006
INVESTING ALTERNATIVES DEC 20, 2012
Raise high the roof beam: Home values up for first time since 2006

Median housing prices rise 6%; 'turned a corner'

By John Goff
Investing in real estate with a self-directed IRA
INVESTING RETIREMENT PLANNING DEC 20, 2012
Investing in real estate with a self-directed IRA

Chance to invest in hard assets can lead to big returns, but rules are complex.

By Gregory Crawford
Why all the fear about the stock market?
INVESTING EQUITIES DEC 18, 2012
Why all the fear about the stock market?

Portfolio manager says advisers ready for a wake-up call on new approach to risk.

By Jeff Benjamin
Advisers feeling more secure about unsecured notes
INVESTING ALTERNATIVES DEC 18, 2012
Advisers feeling more secure about unsecured notes

With puny interest rates, structured notes gaining in popularity

By Jeff Benjamin
Nontraded REIT cuts fee to adviser
INVESTING ALTERNATIVES DEC 18, 2012
Nontraded REIT cuts fee to adviser

In what's stacking up as something of a trend, another nontraded REIT has decided to forgo the so-called 'internalization fee' paid to its adviser.

By Bruce Kelly
INVESTING ALTERNATIVES DEC 18, 2012
Another nontraded REIT goes public

On Friday, Corporate Property Associates 15 Inc. closed a merger with its parent, the publicly traded real estate manager W.P. Carey & Co LLC. The new company, which is now a publicly traded REIT called W.P. Carey Inc., began trading Monday morning and will retain the symbol WPC.

By Bruce Kelly
INVESTING RETIREMENT PLANNING DEC 16, 2012
Galvin's LPL suit a boon to plaintiffs

Last week, Massachusetts sued LPL for its sales and marketing of a popular nontraded REIT. Expect the plaintiffs' bar to swoop in as well.

By Bruce Kelly
INVESTING ALTERNATIVES DEC 09, 2012
What exactly are managed futures?

By Jon Sundt
INVESTING RETIREMENT PLANNING DEC 09, 2012
Finra on to B-Ds that sold VAs with hedge funds

By Bruce Kelly
INVESTING ALTERNATIVES DEC 03, 2012
Embracing liquid alternatives for investors at all levels

By Jeff Benjamin
INVESTING ALTERNATIVES DEC 03, 2012
Shift to alts: Fund offers wealthy clients easy access to hedgies

Private Advisors Alternative Strategies Master Fund invests directly in dozens of hedge funds

By Jeff Benjamin
Damn the torpedoes, Guggenheim launches hedge fund platform for RIAs
INVESTING ALTERNATIVES DEC 03, 2012
Damn the torpedoes, Guggenheim launches hedge fund platform for RIAs

By JKEPHART
INVESTING RETIREMENT PLANNING DEC 02, 2012
Self-directed IRAs complex, but they can be profitable

By Bloomberg
INVESTING ALTERNATIVES DEC 02, 2012
Private-equity set does tax tango

By Bloomberg
Nontraded REITs: The bigger they are, the harder they fall?
INVESTING ALTERNATIVES NOV 30, 2012
Nontraded REITs: The bigger they are, the harder they fall?

Eight of the largest nontraded REITs have lost 37% of their equity value over the past seven years, according to an analysis conducted on behalf of <i>InvestmentNews</i>.

By Bruce Kelly
Why nontraded REITs are in Finra's cross hairs
INVESTING ALTERNATIVES NOV 28, 2012
Why nontraded REITs are in Finra's cross hairs

Finra's Susan Axelrod cites lack of 'reasonable diligence' by sellers of nontraded REITs

By Bruce Kelly
Large nontraded REIT set to make splash with 'liquidity event'
INVESTING ALTERNATIVES NOV 28, 2012
Large nontraded REIT set to make splash with 'liquidity event'

Industry eyes are on Cole Credit Property Trust II, the latest nontraded REIT to look into going public.

By Bruce Kelly