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 — 4:15 PM UTC

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 — 4:14 AM UTC

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 — 4:27 PM UTC

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 — 8:32 AM UTC

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 — 4:14 AM UTC

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 — 4:22 PM UTC

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 — 4:24 PM UTC

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 — 3:33 AM UTC

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 — 4:18 PM UTC

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 — 3:47 PM UTC

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 — 4:17 PM UTC

How RIAs can best pick alternative investments: Punt

This minefield is best left to experts with the right resources and expertise

August 16, 2011 — 2:58 AM UTC

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 — 2:46 PM UTC

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 — 5:51 AM UTC

9 things worth knowing from Schwab's newest advisor study

Social media is not catching on with big advisors but alternative investments are

August 25, 2010 — 12:50 PM UTC