Alternatives

Displaying 4057 results
RETIREMENT PLANNING FEB 05, 2013
Goldman offers DC plans true alternative with novel fund

Taking a step toward portfolio diversification

By Jeff Benjamin
ALTERNATIVES FEB 03, 2013
PE's new source: Wealth managers

By Ryan Caldbeck
ALTERNATIVES FEB 02, 2013
Senior secured loans: An alternative way to diversify an income strategy

Senior secured loans represent a $1.2 trillion asset class and can offer an investment opportunity for individuals who want an alternative way to diversify their income strategy, according to this white paper from Franklin Square Capital Partners.

By Franklin Square Capital Partners
Stifel said to be in exclusive talks to buy Morgan Keegan
ALTERNATIVES FEB 01, 2013
Stifel said to be in exclusive talks to buy Morgan Keegan

Stifel Financial Corp. is in exclusive talks to buy Regions Financial Corp.'s Morgan Keegan brokerage after prevailing over private-equity bidders, said people with knowledge of the matter.

By Doug Cubberley
RETIREMENT PLANNING JAN 27, 2013
Cole gets big payoff in nontraded-REIT deal

By Bruce Kelly
ALTERNATIVES JAN 27, 2013
Banks may sue feds over the Volcker rule

By MFXFeeder
Thompson National Properties ducks default but cuts interest payments
ALTERNATIVES JAN 25, 2013
Thompson National Properties ducks default but cuts interest payments

By Bruce Kelly
ALTERNATIVES JAN 22, 2013
In toxic debt fiasco, banks were victims and perps

Banks not only churned out risky CMOs that magically received AAA ratings, they were also purchasing the stuff. Why is that?

By John Goff
RETIREMENT PLANNING JAN 20, 2013
All's not well as Wells throws in towel on REIT offerings

By Bruce Kelly
RETIREMENT PLANNING JAN 20, 2013
Thompson grounded

By MFXFeeder
EQUITIES JAN 16, 2013
Legg's Miller seeks redemption as housing bull

Star manager's bets on property rebound look good...so far

By Gregory Crawford
EQUITIES JAN 15, 2013
A fourth asset class? Investors are piling in

By Jeff Benjamin
Nontraded-REIT valuations holding steady at year-end
ALTERNATIVES JAN 15, 2013
Nontraded-REIT valuations holding steady at year-end

It's been a rough stretch for nontraded REITs. But recent re-pricings suggest the valuations of the property trusts may have finally found a floor.

By Bruce Kelly
REIT deal seen as boon for acquirer
ALTERNATIVES JAN 15, 2013
REIT deal seen as boon for acquirer

Ladenburg reiterates its 'buy' rating price target on American Realty Capital Properties after its purchase of a related REIT.

By Bruce Kelly
CFTC rule requires further scrutiny
ALTERNATIVES JAN 13, 2013
CFTC rule requires further scrutiny

A new Commodity Futures Trading Commission rule to harmonize certain CFTC and SEC mandates that apply to mutual funds investing in commodities is drawing criticisms.

By MFXFeeder
RETIREMENT PLANNING JAN 06, 2013
Real estate rebound taking hold

By Bruce Kelly
RETIREMENT PLANNING JAN 06, 2013
In a wirehouse first, Merrill offers a nontraded REIT

By Bruce Kelly
Timberland REIT takes axe to share price
ALTERNATIVES JAN 02, 2013
Timberland REIT takes axe to share price

On Monday, management at the very popular Timberland REIT took an ax to the trust's stock, lowering the per share valuation by 35%. Here's why.

By AOSTERLAND
ALTERNATIVES DEC 30, 2012
The role of currency as an asset class

Frequent conversations with private clients reveal their desire to diversify into foreign currencies seeking to protect their purchasing power from a long-term decline in the value of the dollar. Yet, as a general rule, currencies as an asset class have not been embraced by private clients, and play no material role in their overall asset allocation. Why the disconnect? Samson Capital Advisors explores in this new white paper.

By Samson Capital Advisors
ICI, Chamber appeal CFTC mutual fund rule
ALTERNATIVES DEC 28, 2012
ICI, Chamber appeal CFTC mutual fund rule

Agency wants funds using commodities to register with it.

By Gregory Crawford