Alternatives

Displaying 4065 results
Warren Buffett pushes Obama to build the Keystone pipeline
EQUITIES FEB 04, 2015
Warren Buffett pushes Obama to build the Keystone pipeline

<i>Breakfast with Benjamin</i>: Warren Buffett wants President Obama to approve the Keystone pipeline. Plus: Rocky Mountain high tax revenues, ECB puts Greek debt in the doghouse, and institutional investors are bullish and careful.

By Jeff Benjamin
Activist investor wants ARCP board to resign
ALTERNATIVES FEB 03, 2015
Activist investor wants ARCP board to resign

In an open letter to ARCP, Corvex decries the board's track record and calls for its resignation.

By Bruce Kelly
EQUITIES FEB 03, 2015
Smart beta booming despite a name everyone hates

2015 could be the year smart beta converts naysayers, as investors face market head winds that make returns hard to come by. </br><b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150201/SMARTBETA2015&quot; target=&quot;_blank&quot;>Our full smart beta special report</a>)</b></i>

By Jeff Benjamin
BlackRock dives into ARCP
ALTERNATIVES FEB 02, 2015
BlackRock dives into ARCP

The fund giant has taken a major position in the beleaguered real estate investment trust, American Realty Capital Properties Inc., or ARCP.

By Bruce Kelly
Younger generations going all in with 401(k) contributions
EQUITIES FEB 02, 2015
Younger generations going all in with 401(k) contributions

Today's <i>Breakfast with Benjamin</i> features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.

By Jeff Benjamin
ALTERNATIVES JAN 29, 2015
Schorsch picks up yet another midsize IBD

Nicholas Schorsch continues to add midsize independent broker-dealers to the Cetera Financial Group Network, and on Wednesday night announced plans to acquire Girard Securities Inc.

By Bruce Kelly
Russia is starting to look like an investment opportunity
EQUITIES JAN 28, 2015
Russia is starting to look like an investment opportunity

Today's <i>Breakfast with Benjamin</i> features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.

By Jeff Benjamin
Nontraded REIT sales at Realty Capital slip in 2014 but big drop avoided
ALTERNATIVES JAN 28, 2015
Nontraded REIT sales at Realty Capital slip in 2014 but big drop avoided

Sales of REITs and other non-liquid alts at Schorsch-related firm decline 7.6% from 2013.

By Bruce Kelly
OPINION JAN 27, 2015
Closed-end funds can offer opportunities, but they come with risks

Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.

By Thomas Hoops
EQUITIES JAN 26, 2015
Citigroup says oil is going from cheap to dirt cheap

<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.

By Jeff Benjamin
The next thing to worry about: Investor overconfidence
RIA NEWS JAN 26, 2015
The next thing to worry about: Investor overconfidence

In Friday's <i>Breakfast with Benjamin</i>, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.

By Jeff Benjamin
MLP funds, once seemingly immune, show signs of frailty as energy prices fall
EQUITIES JAN 26, 2015
MLP funds, once seemingly immune, show signs of frailty as energy prices fall

Popular category for yield-starved investors posts first quarterly decline in two years.

By Trevor Hunnicutt
Finra hawks fiduciary in its regulatory priorities for 2015
RIA NEWS JAN 23, 2015
Finra hawks fiduciary in its regulatory priorities for 2015

Finra's just-released regulatory and exam priorities for the new year include an unusual directive that brokers act in the best interests of clients regardless of current rules.

By Mark Schoeff Jr.
EQUITIES JAN 22, 2015
Dynasty hires Scott D. Welch to be chief investment officer

Service provide plans to expand investment opportunities for its network of advisory firms

By Alessandra Malito
Salient Partners buys Forward Funds with liquid alts expansion in mind
EQUITIES JAN 21, 2015
Salient Partners buys Forward Funds with liquid alts expansion in mind

Combined firm will include 36 funds and $27 billion under management.

By Jeff Benjamin
RIA NEWS JAN 21, 2015
A new entry point for gold investors takes on GLD

Bank of Montreal strikes while the metal is hot.

By Jeff Benjamin
ALTERNATIVES JAN 21, 2015
Bordeaux is illiquid but there is a way to invest in wine

More than half a dozen firms peddling wine investments in the U.K. alone went belly up last year. Why have there been so many flops? A fund's structure &amp;mdash; and the wine it buys for investing &amp;mdash; are key to success.

By Bloomberg
Good looks aren't everything, but it might help you attract more assets
RIA NEWS JAN 21, 2015
Good looks aren't everything, but it might help you attract more assets

In today's <i>Breakfast with Benjmain</i>, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper etiquette after losing his clients' money.

By Jeff Benjamin
Swiss franc fallout hits some liquid alt funds harder than others
EQUITIES JAN 21, 2015
Swiss franc fallout hits some liquid alt funds harder than others

Big bets, currency exposure might surprise some investors

By Jeff Benjamin
ALTERNATIVES JAN 21, 2015
Nicholas Schorsch down, not out after resigning again

Though the real estate czar stepped down from two more publicly traded companies last week, as well as from a host of other nontraded REITs, he still remains entrenched at other firms he created and is the largest shareholder at several others.

By Bruce Kelly