Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
The Next Investment Scandal?
By Staff WriterThe IRS issued guidelines on 1031 exchanges to tenants-in-common properties (TIC) in 2002. Since then, billions of dollars have poured into investments loaded with promoter...
June 01, 2006
Masters at the HelmWouldn't it be great if you could get help with your most irksome compliance or regulatory chore from say, Arthur Levitt, who was the longest...
May 26, 2006
Separate Accounts Biz Brisk at SchwabSeparately managed accounts (SMAs) are growing fast at Charles Schwab as fee-based advisors seek to outsource money management for clients and concentrate on other aspects of wealth management, such as tax or estate planning.
May 14, 2006
Pitfalls Of Probate AvoidanceFor years, financial planners and advisors have preached the creed of "avoiding probate." In their efforts to avoid probate at all costs, planners sometimes overlook ...
May 14, 2006
Pitfalls Of Probate AvoidanceFor years, financial planners and advisors have preached the creed of "avoiding probate." In their efforts to avoid probate at all costs, planners sometimes overlook ...
May 09, 2006
Rating Agency Welcomes SidecarsAnalysts at Moody's Investors Service are predicting that life insurers will join the movement to use "reinsurance sidecars."The sidecar arrangements are simple, short-lived companies that ...
May 07, 2006
Sales Of Impaired Bond Holdings, Real Estate Affect Capital GainsTop companies maximized net realized capital gains and minimized realized capital losses in 2005 over 2004, according to annual statement filings.The top 25 companies had ...
May 07, 2006
Sales Of Impaired Bond Holdings, Real Estate Affect Capital GainsTop companies maximized net realized capital gains and minimized realized capital losses in 2005 over 2004, according to annual statement filings.The top 25 companies had ...