Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Should I Advise a Client to Sell a Policy at a Loss?
By Robin S. Weinberger and Peter N. KatzThe answer depends on what "a loss" means.
May 08, 2023
The Potential Case for FOMO InvestingPeople are not all utility-maximizing robots, and portfolio strategies need to account for that.
May 03, 2023
SEC Boosts Private Fund Reporting RequirementsFund advisors will be required to make timely reports of certain events that could point to stress or systemic risk.
April 28, 2023
9 Trends That Sum Up the State of RIAs: CerulliThe news is again generally positive for U.S. RIAs, the research and consulting company says.
April 27, 2023
Debate: Should Accredited Investor Rules Be Loosened?Our tax experts discuss whether lowering the requirements to qualify as an accredited investor would benefit average Americans.
April 27, 2023
12 Best States for a Career in Finance: 2023These states have high average salaries and plentiful accounting and finance job openings, a study finds.
April 25, 2023
Life Insurers' Commercial Mortgages Struggled in 2022The firm says overall performance was the worst since at least 1996.
April 20, 2023
12 Most Dynamic Metro Areas in the U.S.: 2023Not all of these thriving communities rely on big tech companies or major research universities.