Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
New Grassley Bill Would Require Hedge Fund Registration
By Melanie WaddellSenator Chuck Grassley (R-Iowa), the ranking Republican on the Senate Finance Committee, introduced the Hedge Fund Registration Act on May 15, legislation that would require hedge funds to register with the SEC. Grassley's bill comes on the heels of a D.C. Circuit Court of Appeals ruling last year that overturned...
May 02, 2007
Private Equity Firm Agrees To Acquire BISYS Insurance ArmBISYS Group Inc. has agreed to sell its operations to Citigroup Inc., and Citigroup says it will keep the BISYS mutual fund and hedge fund ...
May 01, 2007
Protecting the family interestsIt is said that paying estate taxes is voluntary. That is, a client can plan to minimize his estate tax exposure. One of the most common estate tax planning tools is an irrevocable life insurance trust (ILIT). The income tax-free death benefit of an
May 01, 2007
Traditional Meets Alternative in the Form of 130/30 FundsTraditional and alternative investment managers now find themselves competing in a new battleground that combines the (1.0) beta exposure and quantitative methodologies of traditional indexed...
May 01, 2007
Behind the Numbers, with Gail DudackThe Principal of the Dudack Research Group believes that equities are presently the best valued asset. "Supporting this view is the fact that the trailing...
April 30, 2007
Protecting the family interestsIt is said that paying estate taxes is voluntary. That is, a client can plan to minimize his estate tax exposure. One of the most common estate tax planning tools is an irrevocable life insurance trust (ILIT). The income tax-free death benefit of an
April 29, 2007
An Estate Liquidity Timebomb Is TickingThe 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 28, 2007
An Estate Liquidity Timebomb Is TickingThe Economic Growth and Tax Relief Reconciliation Act of 2001 ("EGTRRA") provided some of the most significant estate tax changes in the last 30 years.