Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Most ETF sponsors focused on passives
By Warren S. HerschMost investors need alternative investment vehicles to optimize the risk-adjusted performance of their portfolios.
October 31, 2013
4 Structures for Advisors to Access Private EquityAdvisors should familiarize themselves with these structures and understand how each can provide diverse, unique benefits for client portfolios.
October 31, 2013
Think the Fiscal Cliff Was Bad? This One’s WorseAEI Economist John Makin warns the Fed must aggressively fight deflation or the U.S. will plunge off the "monetary cliff."
October 30, 2013
The Top ‘Must-Have’ Feature for AnnuitiesOne annuity feature blows away all the others in client demand, according to a survey by Phoenix Cos.
October 30, 2013
Political shenanigans threaten U.S. economyThe research predicts modest gains for equity markets and higher bond yields in 2014.
October 30, 2013
Private Advisor Group Launches Advisor Protection ProgramNot only will the firm provide deceased advisors families double their trailing 12-month advisory revenue, it will find their clients a new advisor.
October 30, 2013
How Much Do Your Clients Really Need to Work?Financial advisor Jason Hull says knowing your clients "retirement number" can help you free them from the hamster wheel of needless work.
October 28, 2013
When It Comes to Alts, 30% May Do the TrickWith a higher allocation, some strategies have led to greater returns, less extreme risk and often better risk-adjusted returns than the S&P 500.