Results for "alternative investments"

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Dour Gundlach sees dramatic comeuppance for U.S.

April 24, 2012

Jeffrey Gundlach, the star fund manager of Doubleline Capital LP, offered up his investment strategy for attendees of the Investment Management Consultants Association national conference Tuesday. “I would go long natural gas and short Apple...

$1.5M arb judgment forces B-D to declare bankruptcy, deregister

April 24, 2012

Private placements have slain another broker-dealer, with the firm deregistering from Finra two weeks after losing a $1.5 million arbitration claim in which an investor alleged unsuitable recommendations of limited partnerships. Cambridge Legacy...

DeWaay gets reprieve from Iowa court

April 5, 2012

DeWaay Financial Network LLC, one of dozens of broker-dealers ensnared in litigation over private placement investments gone sour, got some momentary relief from the Iowa District Court for Decatur County on Thursday. Judge John Lloyd ruled...

Clients want alts in their IRAs — but advisers' hands are tied

April 3, 2012

Investors are asking their advisers for access to alternative assets, but advisers are leery of placing clients into these investments. Both groups, however, are well aware of the benefits of investing into alternative assets, such as real estate,...

These two alternatives funds come with beta blockers

April 2, 2012

Stadion Money Management is making a bigger play in the alternative-investment space with an intriguing new strategy that's designed to prosper in just about any market environment. The Stadion Trilogy Fund Ticker:(STTGX) is one of two new mutual...

Forex for the masses? It exists

March 28, 2012

In a market thirsty for diversification, Currensee Inc. might be onto something with its platform offering regular investors quick and easy access to a variety of currency-trading strategies. Still, financial advisers and investors should take...

Another nontraded REIT sees value plummet

March 28, 2012

Another nontraded real estate investment trust has taken a sudden and precipitous decline in value — this time plunging nearly 72%. Investors in the Cornerstone Core Properties REIT Inc. were told this month by the company that the shares,...

Baseball's 'most famous collectable' could fetch $1.5M

March 27, 2012

The trading card that the National Baseball Hall of Fame calls the sport's “most famous collectible” might fetch up to $1.5 million in an online auction that begins today, according to the dealer handling the sale. The 1909 card of Pittsburgh...

What's an alternative? Not even fund managers can agree

March 21, 2012

Everyone can agree that advisers are looking for alternatives to stocks and bonds, but there's still no consensus on which of the “alternative” mutual funds being sold are actually alternatives — not even among the funds selling them....

Top nine alts strategies used by advisers - 9. Collectibles

March 15, 2012

4.7% of advisers said they utilize collectibles in their client's portfolios. Source: InvestmentNews 2012 Retirement Income Survey; based on 371 advisers' responses to the question.

No-action letter could signal next step for alts custody

March 11, 2012

A no-action letter that The Charles Schwab Corp. received last month from the Securities and Exchange Commission could accelerate efforts to streamline trading and custody of alternative investments. The letter essentially OKs Schwab's use of...

Dram of liquid gold

February 19, 2012

Whatever its other virtues, whiskey does not spring to mind as an alternative investment. Recent auction prices, however, suggest that rethinking the term “liquid assets” may be in order. Buyers who purchased the top 250 collectible bottles...

Fight over commodities in funds

February 12, 2012

There is a growing regulatory movement afoot aimed at reducing commodities exposure within mutual funds dramatically just as this alternative strategy is gaining popularity. While this is something financial advisers will want to watch, it is...

Regulators to scrutinize nontraded business development companies

February 9, 2012

Securities regulators are taking a close and careful look at a fast-growing alternative investment known as a nontraded business development company. The North American Securities Administrators Association is “gearing up to draft a statement...

What to watch for when investing in master limited partnerships

January 8, 2012

As Wall Street continues to package master limited partnerships inside retail-oriented products, financial advisers should pay close attention to the tax consequences of their choices. Thanks to the Tax Reform Act of 1986, which was designed...

Boutique money managers lead way with alternatives

January 1, 2012

When the average investor looks at the biggest alternatives mutual funds, the fund world's most familiar names probably won't show up. Unlike traditional asset classes, which tend to be dominated by funds from giant money managers, the new and...

Making the case for alternatives

January 1, 2012

If ever there was a time to embrace investments in alternatives, this is it. More than 300 distinct open-end mutual funds now are available across seven alternatives subcategories, according to Morningstar Inc., making the days when only the...

Bridgewater, AQR take aim at DC assets

December 27, 2011

Two giants of the alternative investment management world — Bridgewater Associates LP and AQR Capital Management LLC — are turning their attention to the defined contribution plan market. With their sights set firmly on the trillions of...

LPL fined over sale of risky partnerships to seniors

November 23, 2011

LPL Financial LLC was fined $100,000 yesterday by the state of Oregon for failing to supervise a broker that sold high-risk oil and gas partnerships to clients, including many who are elderly. The Oregon Department of Consumer and Business Services...

Top advisers see very slow growth in 2012

November 13, 2011

The following is an edited transcript of an Oct. 25 round-table discussion moderated by InvestmentNews deputy editors Evan Cooper and Frederick P. Gabriel Jr. It features Chris Cordaro of Regent Atlantic Capital, Stewart Massey of Massey Quick...

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