Alternatives

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Financial advisers miss the mark by measuring alternative investments against stock market
EQUITIES OCT 24, 2016
Financial advisers miss the mark by measuring alternative investments against stock market

It's no different than comparing stocks to bonds.

By Jeff Benjamin
ALTERNATIVES OCT 21, 2016
Investor exodus forcing hedge fund managers to take big pay cuts

Plus: The dollar spikes as the ECB stays loose, big companies supporting small companies, and health insurance companies turn a blind eye to climate change

By Jeff Benjamin
Schorsch REIT merger may not be in the best interest of shareholders
ALTERNATIVES OCT 18, 2016
Schorsch REIT merger may not be in the best interest of shareholders

Two industry observers question the benefits of how the deal is structured.

By Bruce Kelly
ALTERNATIVES OCT 13, 2016
LendingClub introduces peer-lending robo for advisers

LendingRobot allows planners to create client accounts with unique risk and investment profiles.

By Liz Skinner
RETIREMENT PLANNING OCT 13, 2016
Alternative investments have made little headway in getting on retirement plan menus

Some argue that company-sponsored plans, viewed as the holy grail of asset management, are greatly in need of more options.

By Jeff Benjamin
Big bets come back to haunt Franklin Templeton's global bond fund
ALTERNATIVES OCT 10, 2016
Big bets come back to haunt Franklin Templeton's global bond fund

Investors exit as the manager sticks to his guns.

By Jeff Benjamin
ALTERNATIVES OCT 09, 2016
ETFs emerging as important part of alternative investment market

Exchange-traded products are allowing investors low-cost access to asset classes previously available only to institutional investors.

By Bloomberg
Prudential Investments joins the fee-cut bandwagon
EQUITIES OCT 07, 2016
Prudential Investments joins the fee-cut bandwagon

Asset manager cuts expenses on nine mutual funds, after a string of ETF fee cuts by Charles Schwab and BlackRock. <b><i>(Related read: <a href="//www.investmentnews.com/article/20160628/FREE/160629906/fidelity-takes-on-vanguard-by-cutting-prices-on-index-funds-etfs&quot;" target="&#8221;blank&quot;" rel="noopener noreferrer">Fidelity takes on Vanguard by cutting prices</a>)</i></b>

By Jeff Benjamin
Gold's price drop puts traders and investors at odds
ALTERNATIVES OCT 07, 2016
Gold's price drop puts traders and investors at odds

A 24% gain since January and an 8% drop since July

By Jeff Benjamin
Testing the limits of ETF tax efficiency
EQUITIES OCT 06, 2016
Testing the limits of ETF tax efficiency

Index tweak forces ETF providers to get creative.

By Jeff Benjamin
Owner of Texas broker-dealer target of $3 million complaint over variable annuities
ALTERNATIVES OCT 06, 2016
Owner of Texas broker-dealer target of $3 million complaint over variable annuities

Complaint naming Jackie Wadsworth, CEO of IMS Securities, centers around sale of VAs and real estate securities.

By Bruce Kelly
Alternative investments shop 361 Capital 'diversifies' into long-only management
EQUITIES OCT 03, 2016
Alternative investments shop 361 Capital 'diversifies' into long-only management

First post-merger mutual fund already filed.

By Jeff Benjamin
EQUITIES SEP 28, 2016
Fidelity's billionaire Johnson family vs. the average investor

Plus: BlackRock applies more low-fee pressure, the fallout from the falling pound, and don't work where you don't belong

By Jeff Benjamin
ALTERNATIVES SEP 28, 2016
Tiger Management's Julian Robertson: Hedge funds are facing the most challenging time ever

Robertson also says he won't vote for Trump and will pick the Libertarian party instead.

By Bloomberg
Investors pile in as REITs move closer to S&P 500 sector status
EQUITIES SEP 23, 2016
Investors pile in as REITs move closer to S&P 500 sector status

The eleventh sector of the index alters the dynamics of the financial sector.

By Jeff Benjamin
Real estate valuations likely to cap REIT returns
ALTERNATIVES SEP 23, 2016
Real estate valuations likely to cap REIT returns

Sales of nontraded REITs have fallen off a cliff as the brokerage industry struggles to adapt to new regulations.

By Bruce Kelly
ALTERNATIVES SEP 22, 2016
Leon Cooperman, accused of insider trading by SEC, had costly dealings with Cohen family

By Bloomberg
EQUITIES SEP 21, 2016
Top hedge fund forecasts biggest market correction since 2008

Robert Citrone, the Tiger cub who now runs one of the best-known macro hedge funds, is sounding the warning bell for investors.

By Bloomberg
EQUITIES SEP 19, 2016
The race for lower fees shines a light on smart beta

Hybrid strategy between active management and index funds needs to perform and be cheap.

By Jeff Benjamin
ALTERNATIVES SEP 19, 2016
Smart beta finds fixed income

Plus: Here comes the bear market for bonds, Vanguard leads the way in net inflows this year, and Obamacare continues to crumble

By Jeff Benjamin