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Financial Planning
December 1, 2010
Suzanne McGee
Other Alternatives Advisors will need to devote more time to scrutinizing the ever-growing number of new products. And with each debut, they'll have to go back to the drawing board and decide whether the product makes the grade. mark for My Articles similar articles
Investment Advisor
April 2007
Michael S. Fischer
Behind the Curtain RIAs 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 this trend. However, not all advisors, much less their clients, are comfortable with alternatives. mark for My Articles similar articles
Financial Planning
July 1, 2006
Dan Wheeler
Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think. mark for My Articles similar articles
Financial Advisor
April 2010
Jeff Schlegel
An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence. mark for My Articles similar articles
On Wall Street
October 1, 2010
Neil O'Hara
Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds. mark for My Articles similar articles
Investment Advisor
August 2008
Melanie Waddell
Time for an Alternative The volatile market is sparking more use of alternative assets mark for My Articles similar articles
Registered Rep.
January 8, 2010
Halah Touryalai
A Hedge Fund Resurgence There is legislation in Congress that would require hedge funds to make greater disclosures about the details of their operations. The increased regulation coupled with a recent uptick in hedge fund performance will likely entice some advisors to put their clients back into hedge funds. mark for My Articles similar articles
Investment Advisor
December 2005
Savita Iyer
Transatlantic Teachers Hedge funds are big news in the U.S., but old news in Europe. What can we learn from Europe's approach to hedge funds? mark for My Articles similar articles
Financial Planning
October 1, 2008
Stacy Schultz
What's the Alternative? Bank of America Alternative Investment Solutions studies high-net- worth investors' attitudes toward alternative investments. mark for My Articles similar articles
Financial Planning
December 1, 2008
Suzanne McGee
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds? mark for My Articles similar articles
Registered Rep.
April 6, 2011
Diana Britton
Do-It-Yourself Advisors Launch Alternative Funds As assets continue to flow to alternatives in the wake of the financial crisis of 2008 and 2009, many advisors are launching their own alternatives strategies to meet that demand. mark for My Articles similar articles
Investment Advisor
January 2007
Jeff Joseph
An Advisor Source for Alternatives Although hedge funds have historically been (and continue to be) the domain of the high-net-worth and ultra-HNW investor, the investment advisors that aspire to counsel this demographic have been slow to embrace these strategies in their own practices and portfolios. mark for My Articles similar articles
Entrepreneur
March 2009
Rosalind Resnick
Alternative Investments: Pros and Cons Successful entrepreneurs -- especially those who have sold companies or taken them public -- are frequently offered investment opportunities that most investors can only read about in the paper. As with any other investment, they should well understand the risks before putting money in the pot. mark for My Articles similar articles
On Wall Street
October 1, 2008
Larry Silver
Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio.. mark for My Articles similar articles
Registered Rep.
August 7, 2014
Megan Leonhardt
Ten Charts That Explain What Advisors Think of Hedge Funds Overwhelmingly, advisors consider hedge funds an alternative investment, increasingly a generic catch-all term for anything that is not a mainstream liquid security. mark for My Articles similar articles
Investment Advisor
September 2007
Michael S. Fischer
Getting In How to gain access to private equity, managed futures, and hedge funds. mark for My Articles similar articles
Registered Rep.
August 30, 2013
Bob Rice
The Alternative Answer The most exciting, and rapidly developing, branch of liquid alternatives is the "smart beta" category, which provides easy, low-cost access to traditional hedge fund strategies. mark for My Articles similar articles
On Wall Street
September 1, 2009
Helen Kearney
What Clients Want Now Clients are upset and they're voting with their feet. But instead of bemoaning your woes, you should view this as a time to prove your worth. mark for My Articles similar articles
Financial Planning
July 1, 2005
Donald Jay Korn
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. mark for My Articles similar articles
Financial Advisor
April 2008
Eric L. Reiner
Hedging Your Bets Richard Lee Jr. presides over the 50-person Dallas advisory Lee Financial Corp. A private placement fund of hedge funds that Richard Lee Jr. uses for clients returned nearly 20% last year. mark for My Articles similar articles
Financial Advisor
June 2012
Forward Progress Five experts discuss the state of the advisory business. mark for My Articles similar articles
Registered Rep.
July 6, 2006
Kevin Burke
Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar. mark for My Articles similar articles
The Motley Fool
November 2, 2006
Dan Caplinger
Compound Your Diversification By being aware of the benefits of diversification, you can ensure that you take the necessary steps to protect yourself and minimize the risks that you face as an investor. mark for My Articles similar articles
Financial Planning
August 1, 2011
Suzanne McGee
Hedging the Risk It's hard for most advisors to undertake the level of due diligence required to figure out which hedge fund managers can genuinely add alpha, and which ones are breaking the law. mark for My Articles similar articles
Financial Advisor
May 2011
Jeff Schlegel
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments. mark for My Articles similar articles
On Wall Street
October 1, 2009
Elizabeth Wine
Hedge Funds: Are They Worth It? Strategists in the wirehouses and elsewhere say hedge funds were wrongly maligned, and that the good funds can still serve the purpose of diversifying a portfolio and reducing risk. mark for My Articles similar articles
The Motley Fool
July 7, 2005
Selena Maranjian
Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising. mark for My Articles similar articles
The Motley Fool
April 28, 2009
Joe Magyer
Fool Blog: You Don't Seriously Still Own GM, Do You? After being told that their shares would be diluted to next-to-worthlessness, General Motors shareholders proceed to drive up GM's shares by over 20%. mark for My Articles similar articles
Registered Rep.
November 6, 2014
David Armstrong
Drowning in Liquid Alts Liquid alternative funds, which seek to replicate hedge fund strategies in registered mutual fund structures, should play a substantial role in most client portfolios. mark for My Articles similar articles
Financial Advisor
July 2010
Jeff Schlegel
Seeking Alpha, Avoiding Beta Advisors turn to alternative investments in search of returns without the volatility. mark for My Articles similar articles
Financial Advisor
August 2005
Leola Ross
Hedge Funds Are Suffering And How They Can Recover Some say hedge funds, which sprang into prominence and popularity in the wake of the 2000 stock market crash, are on the decline. But before we doom the entire hedge-fund industry, we need to examine what has gone awry and assess whether there is hope for the future. mark for My Articles similar articles
Financial Advisor
July 2012
Karen DeMasters
A Horse Of A Different Color A new study shows advisors like alternative assets because their returns aren't correlated with those of other investments. mark for My Articles similar articles
Financial Advisor
June 2007
Tracey Longo
Finding Even Greater Growth The Financial Advisor Symposium in Las Vegas focused on practice growth strategies. mark for My Articles similar articles
Registered Rep.
March 2, 2010
Check Out RegisteredRep.com's Newly Revamped Advisor Forums Want to "socialize" with other financial advisors? Discuss how to sell your book? Have a question about marketing yourself to high-net-worth investors? These and many more topics are being discussed right now on RegisteredRep.com's Advisor Forums. mark for My Articles similar articles
Investment Advisor
September 2008
Jeff Joseph
Mass Satisfaction: A recent survey shows that well-off Americans have significant holdings in alternative investments, including real estate, private equity, and hedge funds -- and they are more satisfied with the performance of those alternatives than they are with traditional assets. mark for My Articles similar articles
Financial Advisor
May 2010
Andrew Gluck
Private Equity Pitfalls Few advisors possess the resources required to research these deals. mark for My Articles similar articles
Registered Rep.
August 1, 2006
Stan Luxenberg
From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore. mark for My Articles similar articles
The Motley Fool
January 3, 2011
Dan Caplinger
What Not to Do in 2011 Chasing performance can lead to some big mistakes. As much as you may want to be a buy-and-hold investor, one thing the lost decade taught investors is that price really does matter. mark for My Articles similar articles
Investment Advisor
April 2007
Jeff Joseph
High-End Investors Don't Fear Hedge Fund Blow-ups The 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 rich individuals who manage their own portfolios, judging from a survey of the participants in a high-end investors' club. mark for My Articles similar articles
Financial Planning
January 1, 2012
Donna Mitchell
Other Assets Wealth management firms have started adding alternative investments to their menu of choices to meet the desire of clients to reduce volatility in their portfolios. mark for My Articles similar articles
Financial Advisor
July 2007
Sharon Weinberg
MFOs And Alternatives Soup Multiple disciplines and multiple products converge in the making of independent-minded financial planners and their clients. mark for My Articles similar articles
Investment Advisor
February 1, 2011
Andy Hyltin
Why Go Global in Choosing Real Estate for Client Portfolios? Deciding to invest in international REITs is easier said than done. mark for My Articles similar articles
Investment Advisor
October 2007
Ronald W. Roge
To Hedge or Not to Hedge The underlying premise of hedge funds, to reduce volatility in a portfolio, is not in itself flawed. What can we do, as fiduciaries, to use them to achieve the performance necessary to meet our clients' long-term financial objectives? mark for My Articles similar articles
Financial Planning
September 1, 2009
Suzanne McGee
The Athletic Portfolio In this environment, a good portfolio is one that rides out storms and takes advantage of opportunities -- one that demonstrates strength, flexibility and endurance. What should financial advisors do to deliver peak performance for clients? mark for My Articles similar articles
On Wall Street
November 1, 2008
Gwen Moran
Hedge Fund Havoc After a lackluster first half, investors are questioning whether now is a good time to buy low in the hedge fund world or, with the looming threats of a prolonged downturn and tighter regulation, is it time to cut their losses? mark for My Articles similar articles
Investment Advisor
August 2006
Melanie Waddell
The Playing Field: Will the SEC Appeal? Hedge fund advisor registration has been an extremely contentious issue. Some feel there will be grave consequences for the SEC and the investing public should the House bill requiring registration be shot down. mark for My Articles similar articles
Financial Advisor
May 2004
Gene Swanzey
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. mark for My Articles similar articles
The Motley Fool
January 2, 2008
Dan Caplinger
Resolve to Invest Smarter Three tips to help your portfolio become fit and gain weight in a good way. mark for My Articles similar articles
Financial Advisor
February 2004
Evan Simonoff
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. mark for My Articles similar articles
On Wall Street
June 1, 2011
Carl Resnick
ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available. mark for My Articles similar articles