Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Could the End of the Inherited IRA Be Near?
By Robert Bloink, William H. ByrnesThe benefit of inherited IRAs could be eliminated soon through a plan proposed recently by the Senate Finance Committee.
February 22, 2012
Estate Settlement Solutions for Small EstatesYour client doesn't need a seven-figure estate to require advanced planning.
February 22, 2012
PENSCO-Lincoln Trust Merger to Create $10 Billion Alternatives Custodian"PENSCO is creating a firm with institutional scale and national reach to handle the accelerating growth of alternative assets across the U.S.," says CEO Kelly Rodriques.
February 22, 2012
Smaller Private Foundations More Generous Than Larger Peers in 2011: ReportThe general public tends to know a lot about the activities of the big foundationsMacArthur, Gates, Fordbecause most reporting focuses on the largest ones. But what about small to midsize private foundations?
February 22, 2012
RiverNorth to Soft Close Gundlach Strategic Opportunity FundFund that combines DoubleLine fixed income and RiverNorth closed-end fund strategies to close to new investors on March 30, but RiverNorth's Brian Schmucker says RNDLX will remain open to advisors already allocating to the fund, which is closing in on $1 billion in assets.
February 20, 2012
Major Metals Regaining LusterIn the current environment, investors are likely to continue to favor hard assets, with gold standing out as key focus, experts say.
February 20, 2012
Banks, Storage Companies Expand Gold VaultsDemand for gold has already resulted in the building of new vaults or expansion of old ones as investors in a flight to safety have accumulated stores of the precious metal.
February 16, 2012
5 Regulatory Red Flags for Advisors Who Use Commodity ETFsA legal alert from the law firm Sutherland Asbill & Brennan lists the top issues that Gary Gensler's CFTC and the entire commodity ETF industry will need to address this year.