Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
How Advisors Can Understand, and Use, Smart Beta Strategies
By James J. GreenA focus on 'improving the client experience' may well yield more innovation, especially in ETFs, says Tony Davidow of Schwab.
November 06, 2013
10 Tech Trends That’ll Rattle the Advisory IndustryAttracting Gen X and Y clients will be vital as boomers retire, but these changes will make it a lot more challenging.
November 06, 2013
Rich investors sitting on a pile of cashHigh net-worth families believe stocks will continue to rise but have nearly 40 percent of their portfolio in cash, compared to just 25 percent in stocks.
November 05, 2013
Former SEC Chairman Levitt: Mary Jo White a ‘Rock Star’ After SAC PleaInsider trading is still "pervasive," Arthur Levitt says, and he wouldnt have Steven Cohen as a client.
November 04, 2013
Investing in Credit: ‘Know When to Get Out,’ Says Pioneer’s TempleA combination of traditional signals and nimble new strategies is a winning formula for the Boston-based fund family.
November 04, 2013
SAC Capital Pleads Guilty, Will Pay Record $1.2 Billion PenaltyThe penalty is on top of the $616 million in insider trading fines that SAC agreed to pay earlier this year.
November 04, 2013
A Way to Smooth the Market Volatility RideWhen volatility returns to the markets, protection via options strategies may smooth the ride.
November 01, 2013
Most ETF sponsors focused on passivesMost investors need alternative investment vehicles to optimize the risk-adjusted performance of their portfolios.