Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
The ETF Advisor: New ETFs in 2010 for Hedge Funds, Foreign Stocks and MLPs
By Vaughan ScullyLike the elves in Santa's workshop who toil year-round making gifts for well-behaved children, providers of exchange-traded funds have been hard at work this year...
September 01, 2010
Venture Populist: Angels, Take Control of Your VC Financing With Puts and RBFsAngel investors and their advisors must become more creative with their financing structures if they hope to avoid the same fate which Forbes magazine recently...
September 01, 2010
Ninety percent of mortgage holders pay on timeThe Aug. 27 newspaper says 9.9% of U.S. mortgage holders have missed at least one payment, down slightly from April 30's record high, when it was higher than 10%. The newspaper did not have a headline that screamed the good news, like my headline above.
September 01, 2010
MDRT Foundation donates second $93,000 grant to HaitiMDRT Foundation Immediate Past President President Sally W. Munford, MSFS, CLU, (right) presents a check to 15-year MDRT member Virginia Lind, LUTCF, ChFC, representing global charity Mercy Ships for Haiti's continuing earthquake relief efforts. Click the headline to read the whole story.
September 01, 2010
The High-Performance Coach: Ten Ways to Engage Clients Now, Part 1Recently, an advisor client of ours (an independent advisor with over $2 million in annual revenues) received the advisor equivalent of a "Dear John" letter....
September 01, 2010
Washington Watch: Industry Heeds SEC's Call for CommentsThe advisory industry is wasting little time in telling the Securities and Exchange Commission (SEC) how it should proceed on crafting a fiduciary duty for...
September 01, 2010
Space Commerce's New DawnSpace, long dominated by military and civilian government agencies, is becoming the target of an intense commercial competition. Companies are racing to be at the...
August 31, 2010
FINRA Alert: High-Yield Investment Programs Tied to Ponzi SchemesAttracted by promises of high returns? Think Madoff.