Alternatives

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Every adviser should be invested in alternatives: Investment experts
INVESTING ALTERNATIVES SEP 01, 2011
Every adviser should be invested in alternatives: Investment experts

Paramount to generate returns even in down markets; higher management costs worth it

By Lavonne Kuykendall
Tough Finra proposal aims to bring nontraded-REIT pricing up to par
INVESTING ALTERNATIVES SEP 01, 2011
Tough Finra proposal aims to bring nontraded-REIT pricing up to par

Regulator wants commissions subtracted right away from value shown on statements; 'pendulum has swung too far'

By Bruce Kelly
Finra wants faster valuations of nontraded REITs
INVESTING ALTERNATIVES SEP 01, 2011
Finra wants faster valuations of nontraded REITs

Regulator prepares proposal after May complaint against David Lerner Associates; time it takes to get market valuations not up to par

By Bruce Kelly
Commonwealth, LPL could see fallout from Reg D deal they sold
INVESTING ALTERNATIVES SEP 01, 2011
Commonwealth, LPL could see fallout from Reg D deal they sold

After avoiding the pitfalls of disastrous Regulation D deals during the past decade, Commonwealth Financial Network and LPL Financial LLC are contending with potential fallout from a real estate private placement that faces pressure from its creditors.

By Bruce Kelly
Share value of popular Wells REIT sinks
INVESTING ALTERNATIVES AUG 31, 2011
Share value of popular Wells REIT sinks

Wells II securities issued at $10 apiece, now worth an estimated $7.47; pricing of nontraded real estate trusts under the microscope

By Bruce Kelly
Lerner resorted to tricks to plump up Apple distributions: Suit
INVESTING ALTERNATIVES AUG 31, 2011
Lerner resorted to tricks to plump up Apple distributions: Suit

In the latest twist in the ongoing saga of Apple REITs sold by David Lerner Associates, plaintiffs claim the B-D used a line of credit and other sources to boost dividend payments beyond what was prudent. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110826&amp;Category=FREE&amp;ArtNo=826009999&amp;Ref=PH>Home prices still plunging in these states</a>

By Bruce Kelly
Time for clients to refi? Mortgage rates hit lowest on record
INVESTING RETIREMENT PLANNING AUG 31, 2011
Time for clients to refi? Mortgage rates hit lowest on record

Rate on average 30-year fixed loan falls to 4.12%; 'homebuyers are not responding'

By John Goff
INVESTING ALTERNATIVES AUG 31, 2011
Alternative investments: What advisers are using now

Advisers are steering clients into alternative investment strategies at a record clip. Why the sudden boom in alternatives? And where is the money heading? <i>InvestmentNews</i> offers exclusive insights.

By Mark Bruno
Wealthy turn to auctions as mansions go unsold for years
INVESTING RETIREMENT PLANNING AUG 30, 2011
Wealthy turn to auctions as mansions go unsold for years

Owners seek a quick sale -- and pray a bidding war breaks out; $65M house, $22M minimum bid

By John Goff
INVESTING ALTERNATIVES AUG 23, 2011
Oil and gas investments fuel economy - and client returns

Adviser Jim Ehrenkrook believes that investing in oil and gas is crucial to clients' portfolio performance

By Bruce Kelly
INVESTING ALTERNATIVES AUG 21, 2011
Experts: Commercial real estate market at too high a gear

After driving into a ditch during the worldwide economic meltdown, commercial real estate has taken to the comeback trail way too quickly and could end up crashing again, real estate veterans warn

By Arleen Jacobius
INVESTING ALTERNATIVES AUG 21, 2011
Investors using ETPs more for risk management

Stomach-turning global volatility has bolstered demand for certain alternative exchange-traded products used by institutions to hedge their portfolios or make directional bets quickly in order to profit from market instability

By Thao Hua
INVESTING ALTERNATIVES AUG 21, 2011
TD: Not all going swimmingly at Thinkorswim

TD Ameritrade Holding Corp. said last week that some of its clients experienced issues with electronic trades after the company integrated its Thinkorswim options broker the previous weekend

By Bloomberg
INVESTING ALTERNATIVES AUG 17, 2011
TD Ameritrade pushes options trading to custodial clients

TD Ameritrade Inc. wants financial advisers who hold assets in custody at the firm to do more options trading, using its thinkorswim options-trading platform

By Dan Jamieson
INVESTING ALTERNATIVES AUG 17, 2011
Options broker ready for an offer

With growth slowing and the industry consolidating around him, optionsXpress Holdings Inc. chief executive David Fisher is ready to sell

By Lynne Marek
Surprise! S&P 500 index no longer largest ETF
INVESTING ALTERNATIVES AUG 16, 2011
Surprise! S&P 500 index no longer largest ETF

Spider Gold Trust surpasses bellwether in market cap; 'portfolio antidote for the global financial crisis'

By John Goff
INVESTING ALTERNATIVES AUG 15, 2011
Risk-minded investors shift focus to alternative funds

Investors and financial advisers may be elated that the S&amp;P 500 has almost doubled since it bottomed in March 2009, but that improvement hasn't erased the memories of 2008

By Andrew Osterland
Hedge funds limited losses in first half of August
INVESTING ALTERNATIVES AUG 14, 2011
Hedge funds limited losses in first half of August

Through the first two weeks of the month, while the S&amp;P 500 Index fell by 13.2%, the Dow Jones Credit Suisse Core Hedge Fund Index was down 3.7%.

By Jeff Benjamin
INVESTING ALTERNATIVES AUG 12, 2011
Alternative-strategy funds thrive despite spotty record

By Dan Jamieson
Private funds to get public scrutiny — but family offices to get a pass
INVESTING RIAS AUG 09, 2011
Private funds to get public scrutiny — but family offices to get a pass

SEC vote requires hedgies, PE firms to register with commission; exemption granted for family offices

By John Goff