After avoiding the pitfalls of disastrous Regulation D deals over 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
Commonwealth Financial Network and LPL Financial LLC are contending with potential fallout from a real estate private placement they sold that faces pressure from its creditors.
Van Hulzen Asset Management's new Iron Horse Fund will follow an options strategy that the $250 million shop has been applying in separate accounts for nearly a decade.
Despite a spotty record -- and a market rebound -- investors are pouring money into risk-reducing vehicles.
Alternatives are such an integral part of Matrix Wealth Advisors Inc.'s philosophy that the fee-only firm has a pooled fund devoted to the category
With registration requirements looming, more hedge fund managers are likely to follow George Soros in opting for the family office structure over the red tape of running a hedge fund.
Another financial crisis is inevitable, according to Mark Mobius, executive chairman of Templeton Asset Management's emerging-markets group
AQR Capital Management LLC is tapping into the growing appetite for alternative investments by launching a mutual fund that employs nine different hedge fund strategies
The recovery of the stock market in the last two years has been driven by investors willing to take on risk again
Investors who held a traditional portfolio comprising primarily stock- and bond-based mutual funds took a terrible beating during the 2008 market rout
Finra is continuing to shake up the way broker-dealers show the value of illiquid investments such as nontraded real estate investment trusts and private placements on clients' account statements
Real estate investment vehicles rolling on with nearly 3% gain in latest quarter; up almost 33% in the past year
Commercial-mortgage-backed securities, one of the biggest sources of real estate debt in the last cycle, are back
David Lerner Associates Inc. has been sued by investors who claim that it acted negligently in the sale and underwriting of more than $6.8 billion in shares of the Apple Real Estate Investment Trusts
Financial advisers around the United States are taking advantage of the depressed corporate-real-estate market to move into bigger or more impressive office space that they couldn't have afforded before prices dipped.
Investors who want to redeem their shares in the Apple family of non-traded REITs marketed by David Lerner Associates Inc., which has become the target of a regulatory action, may be out of luck
AQR Capital Management LLC is tapping into the growing appetite for alternative investments by launching a mutual fund that employs nine different hedge fund strategies.
Rise of middle class giving rise to property boom, says Cohen & Steers portfolio manager; Brazil tops the list
