Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
ByAllAccounts: most advisors now use alternative investments in portfolios
By Warren S. HerschThe survey reveals that 75 percent of advisors have increased their use of alternative investments over the past three years.
December 12, 2012
The most powerful form of sales in the worldTestimonials can turn a reluctant customer into an eager one.
December 12, 2012
Massachusetts Sues LPL for Non-Traded REIT ViolationsThe complaint is focused on about 570 sales worth about $26.5 million.
December 12, 2012
‘Haves’ Urge Stronger Estate Tax Proposal in Fiscal Cliff TalksI can afford to pay the estate tax is a recurrent theme among wealthy supporters of a $4 million exemption, including a Disney, a Rockefeller, a Gates and a few folks named Buffett and Bogle.
December 07, 2012
Alternatives Myth-Busting: Can Alts Dampen Risk?More advisors are turning to alternative investments in this low-yield environment, yet for many the jury is still out over whether alts add too much risk to portfolios.
December 06, 2012
Crowdfunding Platform ConfidentCrowd Expands Under Title IIUsing Title II of the JOBS Act, ConfidentCrowd will offer smaller businesses the opportunity to participate in larger equity-based financings than available under Title III.
December 06, 2012
Will U.S. Kick 401(k) Subsidies Off Cliff?At a time of nearly desperate negotiations to find savings needed to avert the fiscal cliff, ending the taxpayer subsidyto the tune of $100 billionof retirement savings accounts seems to many to be a no-brainer.
December 06, 2012
CFA’s Roper Calls Claim She Bullied Schapiro ‘Absurd’A Wall Street Journal editorial says because SEC's Schapiro was quaking in fear of Roper, she killed a Commission rule to lift ban on hedge fund, other private placement advertising.