Alternatives

Displaying 3990 results
INVESTING RETIREMENT PLANNING MAR 21, 2013
Nontraded REIT Cole in deal with sponsor, manager

Merger is one of a recent spate of nontraded REITs that have announced mergers or listings in an industry that has been roundly criticized for not giving investors a return or way out of the investments

By Bruce Kelly
INVESTING RETIREMENT PLANNING MAR 17, 2013
Shareholders dog top nontraded REIT

By Bruce Kelly
INVESTING RETIREMENT PLANNING MAR 12, 2013
Real estate maven Tony Thompson falls on hard times

By Bruce Kelly
INVESTING ALTERNATIVES MAR 11, 2013
Gambler Buffett scores big with stock option bets

Berkshire 4Q profit up nearly 50% -- thanks in large part to chairman's wagers

By John Goff
INVESTING ALTERNATIVES MAR 09, 2013
Rethinking absolute return

Alternatives are gaining in popularity for advisers to use with investors. Absolute return, a type of alternative investment, should be considered as part of an investor's overall investment strategy to help address persistent volatility, according to this white paper from Brinker Capital.

By Mark Bruno
INVESTING RIAS MAR 08, 2013
Regulators bare their teeth on excessive fees

Moves this week by Finra and the SEC signal watchdogs are ready to pounce on anyone overcharging clients.

By Mark Schoeff Jr.
INVESTING ALTERNATIVES MAR 03, 2013
Volatile markets call for flexibility

A long-short approach can help navigate uncertainty but requires particular attention

By Charles Kantor
INVESTING ALTERNATIVES FEB 26, 2013
Nontraded REIT group in tit-for-tat with NY Times

A group representing the nontraded-REIT industry has gotten into a war of words with The New York Times. Here's what the fuss is about.

By Bruce Kelly
INVESTING ALTERNATIVES FEB 26, 2013
Payoff in nontraded REIT deal

In a merger of popular REITs, Cole Credit Property Trust II is combining with publicly traded Spirit Realty Capital.

By Bruce Kelly
INVESTING RETIREMENT PLANNING FEB 24, 2013
Private-equity jumping into annuities could be bad news for insurers

Private-equity firms have been jumping into the VA business like crazy. On Tuesday, Moody's weighed in on the subject. Advisers should take note.

By Darla Mercado
In a wirehouse first, Merrill offers a nontraded REIT
INVESTING ALTERNATIVES FEB 22, 2013
In a wirehouse first, Merrill offers a nontraded REIT

Don't look now, but Merrill Lynch is hawking a nontraded REIT -- the first wirehouse to do so. Should broker-dealers be worried?

By Bruce Kelly
INVESTING ALTERNATIVES FEB 21, 2013
Forget the cave — advisers now have easier way to store clients' gold

GBI launches online purchase and management program for precious metals; works with reporting systems

By Janowski Davis
INVESTING RETIREMENT PLANNING FEB 12, 2013
The evolving nonlisted-REIT industry

By Bob Aisner
INVESTING RETIREMENT PLANNING FEB 05, 2013
Goldman offers DC plans true alternative with novel fund

Taking a step toward portfolio diversification

By Jeff Benjamin
INVESTING ALTERNATIVES FEB 03, 2013
PE's new source: Wealth managers

By Ryan Caldbeck
INVESTING ALTERNATIVES FEB 02, 2013
Senior secured loans: An alternative way to diversify an income strategy

Senior secured loans represent a $1.2 trillion asset class and can offer an investment opportunity for individuals who want an alternative way to diversify their income strategy, according to this white paper from Franklin Square Capital Partners.

By Franklin Square Capital Partners
Stifel said to be in exclusive talks to buy Morgan Keegan
INVESTING ALTERNATIVES FEB 01, 2013
Stifel said to be in exclusive talks to buy Morgan Keegan

Stifel Financial Corp. is in exclusive talks to buy Regions Financial Corp.'s Morgan Keegan brokerage after prevailing over private-equity bidders, said people with knowledge of the matter.

By Doug Cubberley
INVESTING RETIREMENT PLANNING JAN 27, 2013
Cole gets big payoff in nontraded-REIT deal

By Bruce Kelly
INVESTING ALTERNATIVES JAN 27, 2013
Banks may sue feds over the Volcker rule

By MFXFeeder
Thompson National Properties ducks default but cuts interest payments
INVESTING ALTERNATIVES JAN 25, 2013
Thompson National Properties ducks default but cuts interest payments

By Bruce Kelly