Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Taking the Indie Leap; Rethinking REITs: June Research Features—Slideshow
By Editorial StaffFor advisors, going independent requires not just careful cost-benefit analysis but also a focus on their clients' confidenceand their own. Ellen Uzelac's cover story in the June issue of Research magazine probes what's involved in making such a leap of faith, and looks at advisors who have done it. In...
May 27, 2014
Finke: Is the Time Right for REITs?Since their epic fall in the Great Recession, REITs have rebounded big time. A fresh look at whether they make sense in a modern portfolio.
May 27, 2014
401(k) vs. IRA: The real Roth conversion questionThe dissimilarities between these two Roth varieties can make all the difference.
May 27, 2014
401(k) vs. IRA: The real Roth conversion questionThe dissimilarities between these two Roth varieties can make all the difference.
May 23, 2014
U.S. Private Equity Deals Fall From Last Quarter but Continue Overall RiseWhile private equity investment volume and fundraising fell from the fourth quarter, they beat the first-quarter results of the last five years.
May 22, 2014
Schwab Founder: Indexing Is Not PassiveCharles Schwab decries the bad rap index funds get as passive investments, explaining the strategy's dynamic nature in a rare media appearance.
May 22, 2014
Rethinking the Role of Emerging Markets Investing in PortfoliosMore than ever, the outlook for emerging markets is nuanced, and selectivity is critical. We expect emerging countries to increasingly decouple from one another.
May 22, 2014
New Hire Roundup: NASDAQ OMX Names Wittman Head of EquitiesAlso, Kira Bazile joined North Street Global as president, and Citi Private Bank announced changes in its family office leadership.