Raymond James Financial Inc. aims to have a no-fee ETF program up and running within six months.
September wasn't good for hedge funds, but the alternative strategies on average still managed to outpace the broad equity market indexes, according to the latest report from Hennessee Group LLC
The poor outlook for fixed-income returns is pushing some institutional investors to consider more-active approaches to managing their fixed-income portfolios
Even though the majority of advisers are not as well-versed on the subject of alternative investments as they might like, few are deterred from increasing allocations in their clients' portfolios.
Finra is continuing to shake up the way broker-dealers show the value of illiquid investments such as non-traded real estate investment trusts and private placements on clients' account statements.
Clients of David Lerner Associates Inc. holding shares in nontraded REITs created by Apple REIT Cos. Inc. received account statements at the end of last month in which the longtime value of the shares was shown as “not priced”
The price of one in a series of 10 nontraded REITs sold exclusively through David Lerner Associates Inc. took a hit yesterday when management from Apple REIT Eight Inc. said that its book value was $7.57 per share at the end of March, according to a filing with the Securities and Exchange Commission. That's in contrast to the $11-per-share price that Apple REIT Eight posted last week in a separate SEC filing.
Traders are placing more bets than any time since 2009 that the CBOE's Volatility Index will fall, a sign they expect concern about Europe's credit crisis to recede and the Standard & Poor's 500 Index to rally.
Looking beyond the technology-centric U.S. market is key to building a solidly diversified portfolio of tech stocks, according to Ian Warmerdam, manager of the $300 million Henderson Global Technology Fund.
The nearly two-year trend of companies' hoarding cash due to economic uncertainty plays right into the hand of the $560 million JPMorgan Equity Income Select Fund.
Some of the most popular private-equity funds — those once in such demand that they could get away with charging above-market fees — are finding it hard to fill their dance cards
Bruce Wasserstein, dead for two years, still casts a pall over the Rogue River Valley of southern Oregon, home of Harry & David Holdings Inc.
Emerging-market stocks are “cheap” and Pacific Investment Management Co. is buying in China after the nation's shares tumbled this year
The Institute is worried that a recent report about synthetic ETFs actually tarred all exchange-traded funds. That, in turn, led to 'inflammatory media coverage.'
With the Sept. 13 deadline on pay-to-play rules looming, mutual fund companies are in heated discussions with broker-dealers about getting access to customer information that they need to comply
The month of September was not good for hedge funds, but the alternative strategies on average still managed to outpace the broad equity market indexes.
Alternative investments have become compulsory in recent years as investors have sought gains in all kinds of markets, according to investment experts
As the mutual fund industry continues to migrate toward the alternatives arena, financial advisers might find individual fund selection among the more challenging parts of their job
More institutions are taking cover as uncertainty surrounding the euro is putting developed-market currency risk at center stage of global investment portfolios, including equities strategies
