Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Morgan Keegan Fined for Pension Investment Kickbacks
By Melanie WaddellThe EBSA announced Monday that it had fined Morgan Keegan $634,000 for violating its fiduciary obligations to 10 pension plans.
April 14, 2012
3 Steps to Protect Your Clients’ Fine Wine CollectionsFine wines are a truly liquid asset but unlike a bond or stock portfolio, a fine wine collection is subject to much more than market risk. Here's how to manage wine's unique risks.
April 13, 2012
China Growth Slowest in Almost Three YearsChina's economy is still slowing, hitting its lowest growth rate in almost three years, with the first-quarter rate prompting fears that additional government intervention might be necessary to halt its downward slide.
April 12, 2012
5 Tips to ‘Spring-Clean’ a PortfolioEvery year at springtime, daffodils bloom, robins hunt for worms and people file their taxes. Its this last item thats a reminder to advisors that now is also the time to clean client portfolios.
April 11, 2012
New Hire Roundup: Lynch Joins ByAllAccounts Board; Mariner Names Greiner CIOThis week in new hires, Matt Lynch joined ByAllAccounts board of directors; William Greiner became CIO at Mariner Wealth Advisors and FactRight brought in Scott Smith and Chris Bove.
April 11, 2012
2012 Small-Cap Equity SMA Manager of the Year: Kayne Anderson RudnickResearch is our lifeblood, says Jon Christensen, who manages the small- and mid-cap portfolios, and that has helped the firm weather the rocky ride in the small-cap space.
April 09, 2012
Alternative, Tactical Allocations on the Rise, Curian Survey FindsCurian Capital is out with its annual survey of advisors' attitudes about the future and, little surprise, most mentioned alternative investment and tactical allocation strategies as keys to client success in a still-turbulent global economy.
April 09, 2012
2012 Mid-Cap SMA Manager of the Year: Geneva Capital ManagementGeneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because theyre past the volatile, entrepreneurial small-cap stage and management is focused, yet they havent reached the large-cap space where growth is harder to achieve.