Alternatives

Displaying 3994 results
INVESTING ALTERNATIVES FEB 27, 2017
Financial advisers bristle at SEC's pitch to redefine 'accredited investor'

Most think the net-worth limits should be raised, not lowered, when it comes to private and exotic products.

By Jeff Benjamin
INVESTING ALTERNATIVES FEB 22, 2017
Gotham latest to look at linking more hedge fund pay to performance

Gotham Neutral Strategies hedge fund would charge the greater of a 1% management fee or 30% of returns that exceed the fund's benchmark.

By Bloomberg
INVESTING ALTERNATIVES FEB 16, 2017
Shareholders approve merger of two Schorsch REITs

Analyst calls it a "massacre" for some investors

By Bruce Kelly
INVESTING ALTERNATIVES FEB 16, 2017
Misclassified fund draws huge assets, then falters

A cautionary tale about reading the prospectus.

By John Waggoner
Coming off a disastrous 2016, sales of nontraded REITs could bounce back in 2017
INVESTING ALTERNATIVES FEB 14, 2017
Coming off a disastrous 2016, sales of nontraded REITs could bounce back in 2017

Newly designed products and Blackstone Group's entrance into the industry could pump up the market.

By Bruce Kelly
INVESTING ALTERNATIVES FEB 14, 2017
Trump throws monkey wrench into REIT sector

His election and his attraction to a stronger dollar have helped spur higher rates and resulted in higher bond yields, both bad news for REITs.

By Rani Molla
Couple wins $922K arbitration claim over illiquid real estate investments
INVESTING ALTERNATIVES FEB 14, 2017
Couple wins $922K arbitration claim over illiquid real estate investments

Claimants' invested in a real estate private placement, Sonoma Ridge Partners, as well as nontraded REITs sponsored by KBS.

By Bruce Kelly
INVESTING ALTERNATIVES FEB 08, 2017
Ron Carson reveals friction with LPL led to move to Cetera

Carson ends a 28-year relationship by moving his firm from LPL to Cetera.

By Jeff Benjamin
Elderly investors win $1.25 million Finra arbitration over failed medical start-up investments
INVESTING ALTERNATIVES FEB 03, 2017
Elderly investors win $1.25 million Finra arbitration over failed medical start-up investments

The claimants alleged the Connecticut investment bank negligently supervised its broker.

By Bruce Kelly
Meet the ETF Class of 2016
INVESTING ALTERNATIVES JAN 26, 2017
Meet the ETF Class of 2016

Most are majoring in smart beta.

By John Waggoner
INVESTING ALTERNATIVES JAN 22, 2017
Equity ETFs ranked by Q4 2016 performance

By InvestmentNews Research
INVESTING ALTERNATIVES JAN 12, 2017
Hedge funds take the 'short' out of long-short strategy

Many hedge funds have decided to toss the short side of their strategy and stick with the long side to avoid getting singed in a hot market.

By Bloomberg
INVESTING ALTERNATIVES JAN 11, 2017
Changing direction, FS Investments launching a nontraded REIT

The company, formerly known as Franklin Square, filed a registration with the SEC Monday for a $2.5 billion commercial mortgage nontraded real estate investment trust.

By Bruce Kelly
Fred Alger Management scoops up Boston-based asset manager
INVESTING EQUITIES JAN 11, 2017
Fred Alger Management scoops up Boston-based asset manager

Boutique shop Weatherbie Capital will manage a couple of Alger's mutual funds.

By Jeff Benjamin
Ex-CFO at REIT formerly controlled by Nicholas Schorsch pleads not guilty to securities fraud, other charges
INVESTING ALTERNATIVES JAN 11, 2017
Ex-CFO at REIT formerly controlled by Nicholas Schorsch pleads not guilty to securities fraud, other charges

Arraigned in federal court Wednesday, Brian S. Block's trial date is set for May 15.

By Bruce Kelly
Nicholas Schorsch could be in government's cross-hairs
INVESTING ALTERNATIVES JAN 11, 2017
Nicholas Schorsch could be in government's cross-hairs

Securities attorneys say prosecutors may try to 'flip' indicted CFO Brian S. Block to get to former REIT czar. <b><i>(More: <a href=&quot;http://www.investmentnews.com/article/20150921/FEATURE/150919894/how-nick-schorsch-lost-his-mojo&quot;_blank&quot;>How Nick Schorsch lost his mojo</a>)</i></b>

By Bruce Kelly
INVESTING ALTERNATIVES JAN 05, 2017
Smart-beta returns track their Morningstar categories

A few are just a bit smarter than the average.

By John Waggoner
Troubled Texas REIT sends confusing signals to shareholders
INVESTING ALTERNATIVES DEC 27, 2016
Troubled Texas REIT sends confusing signals to shareholders

Shareholders of United Development Funds, which hasn't filed financial reports for more than a year, are in a state of limbo, according to a plaintiff's attorney.

By Bruce Kelly
Nontraded BDC sales sink like a stone in 2016
INVESTING ALTERNATIVES DEC 27, 2016
Nontraded BDC sales sink like a stone in 2016

Regulation, performance and market forces have combined to curtail fundraising this year.

By Bruce Kelly
Small broker-dealer owner settles with Finra over allegations of concentrating clients in illiquid alts
INVESTING ALTERNATIVES DEC 27, 2016
Small broker-dealer owner settles with Finra over allegations of concentrating clients in illiquid alts

Jason Vanclef was also accused of promoting his business through a book he had written that the regulator said made false claims about alternative investments

By Bruce Kelly