Alternatives

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EQUITIES NOV 19, 2015
S&P's global financial literacy test is out

<i>Breakfast with Benjamin:</i> S&amp;P Rating Services has released its global financial services literacy test, which uses four questions to test understanding of interest compounding, inflation, and risk diversification. How would you do?

By Jeff Benjamin
With SEC poised to expand crowdfunding rules, it's time for advisers to get up to speed
EQUITIES NOV 19, 2015
With SEC poised to expand crowdfunding rules, it's time for advisers to get up to speed

The SEC is scheduled to vote on a piece of the 2012 JOBS Act that will give retail investors access to private equity investing through crowdfunding platforms. That means challenges and opportunities lie ahead for advisers.

By Jeff Benjamin
Calpers makes another move away from pricey investments by trimming real estate exposure
ALTERNATIVES NOV 16, 2015
Calpers makes another move away from pricey investments by trimming real estate exposure

<i>Breakfast with Benjamin</i>: Nation's largest public pension fund trims its real estate holdings with a $3B sale.

By Jeff Benjamin
Fidelity, Schwab to halt AR Capital sales
RIA NEWS NOV 15, 2015
Fidelity, Schwab to halt AR Capital sales

Firms pull the plug after Massachusetts <a href="//www.investmentnews.com/article/20151112/FREE/151119971/massachusetts-galvin-charges-realty-capital-securities-with-proxy&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">charges RCS Capital with fraudulently rounding up proxy votes</a> to support real estate deals sponsored by AR Capital.

By Bruce Kelly
EQUITIES NOV 15, 2015
December looking more likely for Fed rate hike

<i>Breakfast with Benjamin:</i> Ground Control to Major Yellen. Commencing countdown, engines on. The Fed's October meeting minutes stress a potential December liftoff for rates.

By Jeff Benjamin
Don't let volatile energy markets change your mind on MLPs
ALTERNATIVES NOV 12, 2015
Don't let volatile energy markets change your mind on MLPs

Depending on the client, now may be a time to add to the allocation to this investment class.

By Brian Hahn
RCAP "unlikely" to dump Cetera for $700 million: analyst
ALTERNATIVES NOV 12, 2015
RCAP "unlikely" to dump Cetera for $700 million: analyst

Citigroup's Bill Katz questions report that RCAP was shopping Cetera for &quot;fire sale&quot; price

By Bruce Kelly
ETF that bet on bitcoin has been surging
ALTERNATIVES NOV 10, 2015
ETF that bet on bitcoin has been surging

ARK Investment Management says the capricious cryptocurrency is a buy in the wake of emerging market volatility

By Bloomberg
ALTERNATIVES NOV 09, 2015
House committee approves easing accredited-investor standard

The House Financial Services Committee overwhelmingly approved legislation that would ease restrictions on the kind of investors who can purchase unregistered securities.

By Mark Schoeff Jr.
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