Alternatives

Displaying 3994 results
INVESTING OPINION MAY 03, 2018
3 insights on the Financial Engines-Edelman combination and how it might affect you

The combined company is likely to become a nationally dominant firm.

By Joe Duran
Neuberger Berman launches specialty finance group
INVESTING ALTERNATIVES MAY 02, 2018
Neuberger Berman launches specialty finance group

Investment management firm names Peter Sterling to head the new group.

By James Comtois
INVESTING ALTERNATIVES MAY 01, 2018
China's HNA drops bid to buy Anthony Scaramucci's SkyBridge

Both sides agreed U.S. government approval of the acquisition would have taken too long.

By Bloomberg
INVESTING ALTERNATIVES APR 28, 2018
More advisers use alts, but few understand them

Alternative investments are complex and difficult to define, let alone explain to clients?

By John Waggoner
INVESTING ALTERNATIVES APR 26, 2018
Blackstone lures retail clients

Individual investors provided 19% of the money the private equity firm raised in Q1.

By Bloomberg
INVESTING ALTERNATIVES APR 26, 2018
Tax reform leads to question: To be or not to be a REIT?

New law may spur some real estate investment trusts to convert to C corps

By Bloomberg
INVESTING ALTERNATIVES APR 19, 2018
Cadaret Grant acquired by private-equity-backed Atria

75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'

By Jeff Benjamin
INVESTING ALTERNATIVES APR 18, 2018
Investing in virtue is hard when few companies qualify

Two biggest socially responsible ETFs both have positions in Facebook

By Nir Kaissar
INVESTING ALTERNATIVES APR 17, 2018
Will global macro finally shine?

Such funds may be poised to shine as the market cycle shifts from calm to increasing uncertainty.

By Joseph Burns
INVESTING OPINION APR 17, 2018
Using smart beta in an outcomes-oriented portfolio

Before incorporating strategic beta products in a client's portfolio, advisers must understand the challenges at hand and the desired outcome

By Mannik S. Dhillon
INVESTING ALTERNATIVES APR 12, 2018
JPMorgan Chase sued for charging 'sky-high' fees for crypto purchases

Bank gave no notice that it was changing policy to treat crypto buys as cash advances.

By Bloomberg
INVESTING ALTERNATIVES APR 10, 2018
Private equity firms seek to do well by doing good

From saving tiny lizards to conserving hallway lights, firms actively embrace value of sustainability.

By Bloomberg
INVESTING ALTERNATIVES APR 09, 2018
Investment Program Association rebrands itself for Main Street

Group advocating for investments like REITs, BDCs, close-end funds, and energy and equipment leasing programs changes name to Institute for Portfolio Alternatives.

By Mark Schoeff Jr.
INVESTING ALTERNATIVES APR 04, 2018
What advisers need to know about alternatives

A new Innovators in Investing webcast looks at various aspects of investing in alternatives.

By John Waggoner
INVESTING ALTERNATIVES APR 04, 2018
Few places for advisers — or clients — to hide in this stock correction

International bonds and various alternative investments offer little solace.

By John Waggoner
INVESTING ALTERNATIVES MAR 23, 2018
Business development company language added to spending bill allows for increased leverage

BDC reform was tacked onto the $1.3 trillion appropriations bill signed by Trump on Friday.

By Mark Schoeff Jr.
INVESTING ALTERNATIVES MAR 22, 2018
More turnover at top of REIT manager CNL Financial

The president of the company's wholesaling broker-dealer is the latest senior executive to leave.

By Bruce Kelly
INVESTING ALTERNATIVES MAR 12, 2018
Lynn Tilton's Zohar funds file for bankruptcy

Tilton plans to refinance debt or sell assets of the three structured debt vehicles.

By Bloomberg
INVESTING RIAS MAR 07, 2018
Private equity dollars pouring into wealth management, fintech

Deep-pocketed PE investors are driving M&A activity, fueling growth.

By Jeff Benjamin
INVESTING ALTERNATIVES MAR 06, 2018
Blackstone sees half of assets coming from individual investors

Private equity firm's funding from retail will rise from current 15%-20%, exec says.

By Bloomberg