Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
An Estate Liquidity Timebomb Is Ticking
By John J. ScrogginThe Economic Growth and Tax Relief Reconciliation Act of 2001 ("EGTRRA") provided some of the most significant estate tax changes in the last 30 years.
April 01, 2007
Don't Forget DiversificationWhen considering commodities, don't neglect their diversification benefits, which historical research has amply demonstrated, says Hilary Till, principal of a proprietary trading firm in the...
April 01, 2007
High-End Investors Don't Fear Hedge Fund Blow-upsThe large losses of the Amaranth Advisors hedge fund last September and other similar highly-publicized failures are unlikely to deter hedge fund investing by those...
April 01, 2007
Growth of the AffluentThere are more millionaires than ever, and their numbers are growing. According to the Fed's Survey of Consumer Finances, households with a net worth of...
April 01, 2007
Behind the CurtainRIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue...
April 01, 2007
Beyond Investment AdviceWhen the phone rang that day, advisor Mary Lacey Gibson was surprised to hear one of her clients say, "My wife is making me call...
March 30, 2007
SMA Award Winners RevealedInvestment Advisor and its awards partners, Prima Capital and Standard & Poor's, announced on March 30 the winners of the third annual Separately Managed Accounts Awards.
March 22, 2007
Private Equity Funds To Pay More For HubA U.S. investment bank and a British private equity firm have agreed to pay more for Hub International Ltd., a large insurance broker, to beat ...