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Registered Rep. October 31, 2014 David Armstrong	Editor's Letter: November 2014 Since the financial crisis, money has poured into liquid alts. Morningstar research shows some $300 billion net assets in alternative mutual funds, up from $50 billion in 2008.
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.
Financial Advisor May 2011 Jeff Schlegel	Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments.
Entrepreneur April 2007 Scott Bernard Nelson	Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research.
Registered Rep. June 15, 2009 Kristen French	Hedge Funds Bruised, But New Retail Products Abound So far this year, investors and advisors seem to have put the brakes on new hedge fund investments.
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.
Registered Rep. February 1, 2011 Stephen Roseman	Hedge Fund Myths Mean Missed Opportunities Misperceptions about what hedge funds do need to be set straight. Individuals won't be able to make educated investment decisions about them unless they understand what they are -- and are not.
Entrepreneur August 2006 Jennifer Pellett	Safe Bet? What's new in the mutual fund market.
Financial Planning December 1, 2009 Donald Jay Korn	Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises.
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.
Financial Planning December 1, 2007 Donald Jay Korn	Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money.
Financial Advisor November 2003 Alan Lavine	Alternate Ways To Hedge Portfolios Should you put your well-heeled clients into unregistered or registered hedge funds? Or is it better to select a mutual fund that uses hedge-fund tactics and is managed by a registered investment company?
Registered Rep. October 8, 2014 Diana Britton	Are Advisors Disillusioned with Alternatives? According to WealthManagement.com's 2014 AdvisorBenchmarking RIA Trend Report, fewer RIAs are using alternatives in their client portfolios this year than last.
Financial Advisor July 2010 Jeff Schlegel	Seeking Alpha, Avoiding Beta Advisors turn to alternative investments in search of returns without the volatility.
Registered Rep. November 24, 2015 Debbie Carlson	Is There a Liquidity Risk in Liquid Alts? Alternative mutual funds are a fast-growing part of the investment space, pushed by asset management companies that are suffering from the larger secular shift away from active and higher-priced management toward index funds.
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.
Registered Rep. August 1, 2007	60 Seconds A short interview with Mike Coffey about 130/30 mutual funds, Mainstay's latest offering for advisors and an emerging trend among asset managers.
Financial Advisor October 2011 Juliette Fairley	Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly.
Investment Advisor October 2009	The Soapbox: What You Need to Know About Hedge Fund Conversions Not all hedge funds can be seamlessly converted into mutual funds.
Registered Rep. October 1, 2006 Kristen French	Long-Short Funds Catching On Long-short mutual funds have gotten more popular with investors in the last few years, as they increasingly look for low-volatility returns in an unpredictable market.
Registered Rep. December 2, 2010 Diana Britton	Asset Managers Push Out New Alternatives For Retail To satisfy demand, asset managers have been busy rolling out new alternative products specifically designed for non-accredited investors.
Investment Advisor June 2010 Bob Clark	Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios.
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?
The Motley Fool August 13, 2007 Amanda B. Kish	Hedging Their Bets? Some mutual funds are starting to look like hedge funds. And many don't do very well. Most investors are better off sticking to broad-market mutual funds or exchange-traded funds.
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.
Registered Rep. October 31, 2014	Advisor Views on Alternatives While 70 percent of advisors recommend some form of alternative products to their clients, it's a select group.
The Motley Fool November 15, 2005	Hedge Funds, Explained While the word "hedge" might conjure up images of investors cautiously hedging their bets, hedge funds are often extra-risky, extra-volatile investment vehicles that demand huge up-front investments, sometimes in the millions.
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.
The Motley Fool August 25, 2010 Andrew Bond	Will Hedge Fund Investors Panic Next? Be mindful of institutional positions to protect your portfolio. This past week marked the 15th in a row in which money flowed out of U.S. stock mutual funds, a new record, according to the Investment Company Institute.
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.
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.
Registered Rep. November 1, 2002 Dave Tsujimoto	In Defense of Hedge Funds Here's why any rep with high-net-worth clients ought to become familiar with the nuances of hedge funds.
Financial Advisor May 2004 Gene Swanzey	Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns.
Financial Advisor August 2007 Marla Brill	Hedging Your Bets A growing group of market-neutral mutual funds have distilled the essence of hedge fund investing into a more regulated, liquid and accessible format.
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?
Investment Advisor August 2008 Melanie Waddell	Time for an Alternative The volatile market is sparking more use of alternative assets
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.
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.
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?
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.
The Motley Fool March 2, 2005	Hedge Funds Explained While the word "hedge" conjures up images of investors cautiously hedging their bets, hedge funds are often extra-risky, volatile investment vehicles that demand huge upfront investments, sometimes in the millions.
Financial Planning August 1, 2008 William Harding	A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.
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.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
Financial Advisor March 2007 Eric Rasmussen	Catching Wind With Short Sails Are new strategies from long-short managers more sophisticated, or just riskier?
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.
Registered Rep. March 1, 2005 Chris O'Leary	The High Cost of Admission To justify their existence in client portfolios, funds of funds need to post double-digit returns in order to really experience some net (read: after-fee) gains. And 2004 didn't deliver on these promises.
Financial Planning June 1, 2007 Steve Savage	Consider the Alternatives Think twice before pitching hedge funds and private equity to your financial advisory clients.
The Motley Fool June 2, 2006 John Finneran	Hedge Fund Wizards Money managers cast spells over the market -- and reap huge rewards. Hedge funds operate in a haze. Penetrating how they earn returns and take risks is tough, but is a good exercise for investors.
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.