Taming Risk in Alts to Fit Into Client Portfolios
One veteran advisor explains how he mixes in venture capital and private equity, along with extra vigilance.
Skip Schweiss, TDA’s Advisor Sage: The 2014 IA 25 Profile
Skip Schweiss has worked with advisors for 25 years. He understands their animus toward regulation, but says there’s a much bigger threat on the horizon.
Advisors ‘Following the Money’ to New, Underserved Markets
The best new markets for advisors are in increasingly far-flung places, away from traditional financial hubs like New York and Los Angeles.
Millionaires’ Favorite Alt Investment: Real Estate
More than three-quarters of millionaires invest in real estate and more than a third own REITs, Morgan Stanley says.
Top 3 Issues Advisors Will Face in 2014, Part 1: Robo-Advisors
In the coming year, we'll begin to see which robo-advisors will pull ahead of the others, and many will aim to refine their business models.
Serving the Underserved: How to Help Clients With Modest Incomes
How one advisor with a $1 million minimum found a way to serve the mass market.
7 Billionaires Pledge Half Their Wealth to Charity
Groupon CEO Eric Lefkofsky and a top hotel executive are among the latest crop of Giving Pledgers.
7 Ways to Manage Onslaught of Private Equity Products for Mainstream Investors
Private equity firms are now targeting mainstream investors with new products as the market for institutional money has crested, while new legislation such as the JOBS Act has simplified the process for firms to raise money from retail investors.
Investors Show Strong Commitment to Alternative Strategies
When it comes to diversifying their portfolios with alternative investments, investors remain proactive and their confidence remains robust, according to a report published last week by Preqin, the alternative assets data and intelligence provider.
Sallie Krawcheck Decries Industry ‘Becoming Republican Party’
“It is my intention to be controversial and make us uncomfortable here today,” Sallie Krawcheck said. She didn’t disappoint.