Articles tagged "alternative investments"
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Top 10 alternatives to alternative investments for RIAs: 2013 edition
Our alts maven gives his thumbs-up and thumbs-down on products and strategies and offers ways to cultivate a taste for off-the-menu offerings in clients
July 15, 2013 at 4:15 PM
8 reasons why the hedge fund industry deserves a second look in 2013 and why RIAs are so well positioned to capitalize
It's a buyers market for investors who will need an advisor's help to sort the hedge fund manager sheep from the goats
April 23, 2013 at 4:14 AM
After three RIA division heads in five years, Nuveen looks to ex-Schwab star to shift into higher gear
The $211-billion Chicago giant is counting on Jeff Cusack to introduce an alternative investments flavor to spice up its more vanilla offerings
September 27, 2012 at 4:27 PM
How CONCERT is leveraging a full-service alternatives platform to boost its carriage trade clientele
CONCERT sees CAIS catering to the $200 million-plus set while its current alts provider tends to those who may like their hedge funds in mutual-fund wraps
August 21, 2012 at 8:32 AM
5 counterintuitive reasons why the investment vehicle of the the decade is ... stocks
These days there are more varieties and combinations of investments than selections on a Starbucks menu -- but that's not necessarily a good thing
August 2, 2012 at 4:14 AM
The 30-day alternative assets challenge: Finding the right successor custodian
Deftly remediating alternative assets held in retirement accounts can strengthen the client-advisor bond and avoid a dreaded 'taxable event'
July 27, 2012 at 4:22 PM
The 4 biggest investment performance myths -- and how they can torpedo advisor-client trust
How to sidestep Wall Street mythology and give clients a clarified perspective on the ups and downs of their investments
July 2, 2012 at 4:24 PM
In search of alternative income solutions in the current low-yield environment
Selling covered calls on a portfolio of equities or on a concentrated position may offer clients incremental gains while reducing direct exposure to interest rate risk
May 21, 2012 at 3:33 AM
A more liquid alternative to alternative investments catches on
Using hedge fund strategies in a mutual fund can offer risk-adjusted returns and a way to bail out to cash
March 8, 2012 at 4:18 PM
Schwab wins long-awaited green light from the SEC on alternative-assets distribution
The no-action letter on a DTCC standard may pave the way for custodians to create supermarkets of hedge funds
March 7, 2012 at 3:47 PM
4 reasons to use options -- and 4 more reasons why you should think twice
Options can smooth the bumps inherent in longterm investing but expect to take some time educating your clients about them
February 24, 2012 at 4:17 PM
How RIAs can best pick alternative investments: Punt
This minefield is best left to experts with the right resources and expertise
August 16, 2011 at 2:58 AM
Step-by-step on finding a platform for alternative investments
A guide to assessing solutions to meet rising demand from high net worth clients
May 17, 2011 at 2:46 PM
A look inside Schwab's big deal with a small asset manager
Windward sold for a big premium but Schwab may be the bigger winner
November 12, 2010 at 5:51 AM
9 things worth knowing from Schwab's newest advisor study
Social media is not catching on with big advisors but alternative investments are
