Advisors Sharply Increase Use of Options for Clients: OIC
Responding to clients' "insatiable need for income," advisors across all channels have increased their use of options, according to the Options Industry Council.
Record Year for Private Equity Distributions
Preqin research shows private equity fund returns averaged 18% in 2013, outpacing capital calls by 46%, sees "positive momentum" continuing in 2014.
Bear Market Survival: A Crash Course From Eric Nelson
Servo Wealth Management advisor Eric Nelson culls practical portfolio conclusions from the past century of stock market reversals.
21 Best & Worst Robo-Advisors for Client Transparency
Paladin Registry grades 21 big online advisors on how well they provide clients with critical information, like fees, on their websites.
HNW Women Embrace Alts
HNW women allocate a larger portfolio share to alternative investments than men do, MainStay found.
Investors Stash Cash, Fearing Geopolitical Risk, Rate Hike
Cash accounts for an average of 5.1% of global portfolios, up from 4.5% in July, according to the BofA Merrill Lynch Fund Manager Survey.
Using ETF Trailing Stop Orders in Portfolios: Watch the Price!
In building portfolios for clients, I like to use TSOs on ETFs, but I've seen an interesting dynamic at play that advisors should watch.
Investors: Beware of the Quants
Research Affiliates argues that very few investment strategies have proven their worth over time and across markets.
How Advisors Choose Liquid Alts: Reducing Risk, but Watch the Fees
In the second of a series, a look at liquid alts’ role in reducing portfolio risk, and how to find some hidden costs.
U.S. Alt Mutual Fund Asset Market Share to Double by 2015: Cerulli
Alt funds' share of total mutual fund assets is expected to grow to 14% in 10 years from 3% today.