Alternative investments

The nontraded REIT industry moved to introduce a new share class following tighter regulations.

While mostly the purview of the big firms, smaller RIAs can get in on the act too. But they need to do their homework first.

The ultrawealthy are taking more conservative positions this year, but younger investors are still bullish, according to a recent industry study.

Richard W. Davis also took $1.5 million in fees while he was entitled to just $150,000, the commission alleges.

The S&P 500 Equal Weight Index is up 19% since equities bottomed in February, beating the conventional benchmark by the widest margin since 2013.

Patience is a virtue, but advisers can suggest it as a portfolio diversifier that clients can actually control.

The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.

The shift to passive has caused much soul searching, not to mention cost cutting, at some of the world's biggest money managers.

Smart-beta styles underlie about one in five ETFs globally with an estimated $400 billion under management, and if they plunged, millions of investors would be burned.

French serve as head of beta solutions, the money manager said in a statement.

Voices: Even independent advisors have some adjustments to make. Here are some of the most important, according to managing director of TD Ameritrade Institutional.

Transamerica will be offering smart beta ETFs from BlackRock.

The self-regulatory organization acted out of concern for the client who might not be aware of the important factors relating to moving their assets with an advisor switching firms.

You can’t know how a ground-floor investment will pan out, but you can help clients understand the risks and maximize their chances of success.

NextShares Solutions President Stephen Clarke says actively-traded funds haven't yet overcome industry conservatism.

One adviser goes head to head with the fund giant on fixed-income investing, managed payout and global bond funds, and the best solution for cash.

Investors are poised to pull as much as $400 billion from U.S. money market funds that buy commercial paper, predicts JMorgan Chase.

Golub Capital is shutting down a $150 million credit-hedge fund that invested in distressed debt, following the market’s worst rout since the financial crisis.

A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.

The fund was purportedly a safe investment based on a computer algorithm. In fact, clients dumped millions of dollars into a fund, which later lost 80% of its value in a single month, authorities say.