Alternatives

Displaying 4058 results
Cetera suspends sales of AR Capital REITs
ALTERNATIVES NOV 09, 2015
Cetera suspends sales of AR Capital REITs

Broker-dealer takes action after Massachusetts' securities regulator charged a related company with fraudulently rounding up proxy votes to support real estate deals sponsored by AR Capital.

By Bruce Kelly
The endless and irrelevant financial woes of presidential candidates
EQUITIES NOV 09, 2015
The endless and irrelevant financial woes of presidential candidates

<i>Breakfast with Benjamin</i>: Presidential candidates are not always good at managing their own money, and voters don't care, or need to.

By Jeff Benjamin
What advisers need to know about peer-to-peer lending
ALTERNATIVES NOV 08, 2015
What advisers need to know about peer-to-peer lending

Before clients start asking, know the basics about this income generating investment.

By Liz Skinner
ALTERNATIVES NOV 05, 2015
W.P. Carey sets fundraising record in first half

$909 million raised is almost as much as the $1.04 billion the firm raised all of last year.

By Bruce Kelly
ALTERNATIVES NOV 05, 2015
Nontraded REIT heavyweight W.P. Carey retreats from net-lease real estate

As spreads tighten, turning attention to lodging, self-storage and Europe.

By Bruce Kelly
Chinese stocks go from a sell to a buy just like that
EQUITIES NOV 03, 2015
Chinese stocks go from a sell to a buy just like that

<i>Breakfast with Benjamin</i>: Emerging-markets fund manager who darted out of Chinese stocks at the best possible time is now moving back in.

By Jeff Benjamin
RETIREMENT PLANNING NOV 03, 2015
Active target date managers make tweaks ahead of Fed rate hike

Active managers have made small changes on the margins of their TDF portfolios, which could give them a short-term advantage over passive managers.

By Greg Iacurci
Pimco builds an alternatives business as bond turmoil grabs the headlines
ALTERNATIVES NOV 03, 2015
Pimco builds an alternatives business as bond turmoil grabs the headlines

Unit focused on real estate and distressed debt is a bright spot in the firm's quest for profitability and growth.

By Bloomberg
If clients are fed up with the U.S., consider a second citizenship
EQUITIES NOV 02, 2015
If clients are fed up with the U.S., consider a second citizenship

Citizenship by investment is a growing method that allows high-net-worth clients to shield their assets from the U.S. government.

By Nuri Katz
EQUITIES OCT 31, 2015
The Fed's monetary policy is making income inequality even worse

<i>Breakfast with Benjamin</i>: The numbers are in, and it turns out the $12.4 trillion worth of quantitative easing has only worsened inequality.

By Jeff Benjamin
SEC passes crowdfunding rule, giving retail investors new access to startups
EQUITIES OCT 31, 2015
SEC passes crowdfunding rule, giving retail investors new access to startups

Funding model is based on platforms such as those developed by Kickstarter Inc. and Indiegogo Inc. that allow entrepreneurs, artists and engineers to solicit donations for projects ranging from virtual-reality headsets to music festivals

By Bloomberg
EQUITIES OCT 30, 2015
Jobs report has the bond market on edge

<i>Breakfast with Benjamin</i>: The specific things to watch for in today's jobs report that could influence the Fed's decision on interest rates.

By Jeff Benjamin
The Fed has lost all credibility with the bond market
EQUITIES OCT 29, 2015
The Fed has lost all credibility with the bond market

<i>Breakfast with Benjamin</i>: The bond market appears uninterested in the Fed's subtle hints of a looming rate hike next month, or the month after that, or someday, maybe, eventually.

By Jeff Benjamin
The time is now to consider alts ahead of Fed rate hike
ALTERNATIVES OCT 29, 2015
The time is now to consider alts ahead of Fed rate hike

To buffer clients' portfolios ahead of a rising-rate environment, financial advisers should consider allocating to liquid alternative strategies.

By Greg Iacurci
Smart-beta managers call out active managers on transparency
ALTERNATIVES OCT 28, 2015
Smart-beta managers call out active managers on transparency

Smart-beta funds offer investors more transparency because they must announce rule changes ahead of time.

By Greg Iacurci
A 60-40 portfolio can no longer deliver growth and inflation protection, investment strategist warns
EQUITIES OCT 28, 2015
A 60-40 portfolio can no longer deliver growth and inflation protection, investment strategist warns

The new model includes private equity, venture capital, activist investing, gold, timber and collectibles

By Jeff Benjamin
EQUITIES OCT 28, 2015
Like it or not, the U.S. economy does better with a Democrat in the White House

<i>Breakfast with Benjamin</i>: The economy has historically done better with a Democrat in the White House. Why that is remains a mystery.

By Jeff Benjamin
The best and worst-performing liquid alternatives funds
EQUITIES OCT 25, 2015
The best and worst-performing liquid alternatives funds

Funds that employ alternative strategies — even those in the same general category — can perform drastically differently.

By InvestmentNews Data
EQUITIES OCT 23, 2015
Jim Cramer's stock picks miss the mark

<i>Breakfast with Benjamin</i>: TV stock barker Jim Cramer received a failing grade from a finance professor for a dismal 28% success rate in picking stocks.

By Jeff Benjamin
Sounding the secular stagnation alarm bells
EQUITIES OCT 22, 2015
Sounding the secular stagnation alarm bells

<i>Breakfast with Benjamin</i>: Larry Summers is sounding the alarm for secular stagnation.

By Jeff Benjamin