Why Donor-Advised Funds Could Be Your Clients’ Charity ‘Vehicle’ of Choice
What vehicle do young tech billionaires, retired farmers and kids too young for a driver’s license share? Donor-advised funds.
79% of Institutional Investors Use Alts: Survey
Preqin, the alternatives data provider, said that private equity, hedge funds and real estate were the most targeted alternative asset classes.
ETF Gurus Look to MLPs Despite Oil Drop
Bruno del Ama of Global X and Michael Iachini of Charles Schwab explore alternative income-producing ETF strategies, particularly MLPs.
Sons of Indicted Swiss Financial Adviser Keep Business in the Family
After his indictment, Josef Beck’s directors formed another company to manage money for American citizens, records show.
Photographer: Jason Alden/Bloomberg
A few weeks after his indictment, Josef Beck’s directors formed another company to manage money for American citizens, records show
Ultra-Wealthy Buy Luxury Homes for Diversification, Foreign Citizenship
Ultra-wealthy individuals globally are increasingly confident in real estate purchases, Wealth-X and Sotheby’s reported.
10 Wealthiest Couples in the World
Wealth-X reports wealth of six on list is self-made, and of four inherited
Dwyer to Move to AR Global in Apollo-RCAP Deal
The former LPL executive will continue to lead the wholesale distribution unit that RCAP sold to Apollo.
Gross, El-Erian Disagree on Fed Rate Hike
Bill Gross says Fed has data it needs to start raising rates in September; Mohamed El-Erian says Fed will wait for the next jobs report.
In Alts Investing, Managing Expectations Is Top Priority
Headlines about the relative success or failure of alternative assets like hedge funds can affect clients’ — and advisors’ — attitudes about those strategies.
Two Reasons to Rethink Real Estate Investing
It remains axiomatic that the supply of tradable real estate is fixed, and it has key traits that attract alternative investment managers.