Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Managing Tax Strategies of Real Estate Investments, Pt. 2
By David Lynn, Ph.DIn this second of three installments, we delve into specific real estate strategies for investors to minimize, defer or reduce their tax liabilities.
March 02, 2015
Private Equity Exit Volume Hits Record Level in 2014Strong exit trends mean strong returns for investors.
March 01, 2015
Managing Tax Risks of Real Estate Investments, Pt. 1Several forms of real estate investment have evolved, each offering some mitigation of one or more of the sector's inherent risks.
March 01, 2015
3 Tips for Using Leveraged ETFsBefore jumping in, advisors and clients should do some homework on these tricky investments.
February 26, 2015
New Hire Roundup: Loring Ward Names Schwab’s Farasat CIOMeanwhile, Peter Cai has become Global Atlantic Financial Group's chief risk officer.
February 25, 2015
Activist Hedge Funds on a Roll, Returning 50% in 2012–'14U.S. hedge fund managers such as Daniel Loeb, Barry Rosenstein and William Ackman have become boldface names in the hedge fund sector in recent years.
February 25, 2015
Aetna’s private equity team forms money management firmAetna, the third-largest U.S. health insurer, has been investing in private equity since 1992.
February 25, 2015
Supreme Court Hints at New Monitoring Rules for 401(k) PlansU.S. Supreme Court justices suggested they will require 401(k) plans to periodically monitor the investment options they offer.