Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Eliminating Manual Processing in Alts: Millennium Trust’s McCartan
By James CarneyNew research explores the issue of manual processing and reporting of alternative investments. Millennium Trust's Scott McCartan explores the findings.
December 13, 2012
ByAllAccounts: most advisors now use alternative investments in portfoliosThe survey reveals that 75 percent of advisors have increased their use of alternative investments over the past three years.
December 13, 2012
ByAllAccounts: most advisors now use alternative investments in portfoliosThe survey reveals that 75 percent of advisors have increased their use of alternative investments over the past three years.
December 13, 2012
Survey: As fiscal cliff approaches, RIAs look to tax-deferred productsMore than 8 in 10 fee-based advisors say that a product offering tax-deferred growth would benefit clients as Congress considers higher taxes to resolve the impending fiscal cliff crisis.
December 13, 2012
6 smart-device accessories for your holiday wish listDon't want to end up with gift cards this year? Give your wish list a few items that can really rattle the box before you open it.
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.