ALTS will track an index maintained by Morningstar that includes allocations to seven different alternative investment strategies
<i>Breakfast with Benjamin</i>: The Fed tries to inject a sense of calm in the market, Mohamed El-Erian passes on Pimco, all economists get it wrong, a global currency war is unfolding before our eyes, and more.
Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.
Value in managed volatility comes from potentially getting equity-like exposure with similar returns, lower volatility and better downside performance
It's a matter of diversifying rather than dabbling: Adding a few percentage points 'is not doing anything'.
The rule, proposed originally by Finra, will require per-share valuation of unlisted REITs or direct participation program on customer statements.
Bulls looking for signs that Friday's rally in stocks is the start of something bigger are taking signals from options and S&P 500 Index charts. And it's looking good.
Wild week in financial markets wrapping up with rebound in stocks as bonds decline.
<i>Breakfast with Benjamin:</i> Fresh talk of extending QE is a sign that the markets just want more. Plus, gold shines bright among the carnage, learning to love leverage, and more.
Advisers should look at alts, but fees are too high, he contends.
Deal focuses large nontraded REIT on lifestyle sector before a potential listing of shares or sale of the portfolio.
Nicholas Schorsch's camp opposes regulatory efforts to limit investor exposure to illiquid products such as nontraded REITs.
<i>Breakfast with Benjamin</i> today features: More market volatility on the way and not just for stocks. Plus: Consumers' bad attitudes, Fed chief Janet Yellen's first big test, and more.
The case for traditional long-only allocations to stocks and bonds is getting weaker by the day, increasing the importance of finding a way to fit alternatives into client portfolios.
<i>Breakfast with Benjamin:</i> Wall Street observers' resolve likely to be tested today, plus what could lift stocks out of their funk, solid earnings from Goldman Sachs and Janet Yellen's puzzle.
The bond market, unparalleled in predicting shifts in the U.S. economy over the decades, has a message: Interest rates aren't going to rise as high as even the Federal Reserve's own forecast.
Talking clients through the complexities of alternative investments requires simplicity and a focus on function.
Latest blow to REIT czar after $23 million accounting scandal at ARCP uncovered.
Fallout from ARCP accounting debacle continues as two more broker-dealers, including the largest in the U.S., have suspended the sale of REITs sponsored by companies controlled by Nicholas Schorsch.
