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Financial Advisor
September 2012
Eric Rasmussen
Absolute Tonic Water? Fund firms are offering an apple to investors: absolute positive returns. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
November 10, 2010
Diana Britton
Advisor Appetite For Absolute Return Growing While growing, advisors surveyed still largely view absolute return as a satellite holding, with only 16 percent viewing it as a core holding. 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.
June 9, 2011
Nate Wendler
AQR Courts Advisors with High-Performing Alternative Funds RIA advisors looking to add low-correlated assets at low cost to client portfolios could do well to consider three no-load alternative mutual funds from AQR, or Applied Quantitative Research. mark for My Articles similar articles
Investment Advisor
November 2009
Melanie Waddell
Danger & Opportunity: Crafting a Better Target Date Fund A conversation with Bob Reynolds about Putnam's revamped target date funds as well as the investing environment in general. 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
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
Financial Advisor
March 2006
Marla Brill
Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors. mark for My Articles similar articles
Financial Advisor
November 2010
Virginia Munger Kahn
Considering Convertibles Historically, convertible bonds have done well in sideways, volatile markets such as those of the late 1970s and early 1980s. mark for My Articles similar articles
Financial Planning
November 1, 2006
Elizabeth O'Brien
Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam. 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
Financial Advisor
May 2011
Jeff Schlegel
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments. mark for My Articles similar articles
Investment Advisor
October 2009
James J. Green
Danger & Opportunity: He's Got the Momentum Cliff Asness, a hedge fund manager who caters to institutions, is a true believer in momentum investing. mark for My Articles similar articles
Financial Planning
September 1, 2007
Donald Jay Korn
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. 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
September 1, 2011
Elizabeth Wine
Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2009
Paul Menchaca
Income from Where? Financial advisors are realizing the mean variance efficient frontier model is flawed for retirement planning. The main shortcoming is its focus on a portfolio's risk-return tradeoff in terms of returns rather than generation of sustainable income. mark for My Articles similar articles
Financial Advisor
May 2009
David J. Drucker
Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility? mark for My Articles similar articles
Registered Rep.
January 21, 2011
Stan Luxenberg
Fund Families Rolling Out Absolute Return Funds Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds. mark for My Articles similar articles
Financial Planning
September 1, 2008
Marion Asnes
The New, New Economy The real estate crisis is still going on. Oil prices have skyrocketed. The financial markets are swinging like pendulums. Welcome to the new economy. mark for My Articles similar articles
Registered Rep.
February 1, 2006
Stan Luxenberg
Do-It-Yourself Funds of Funds The real deal breakers for financial advisors with wealthy clients who have sophisticated needs are that hedge funds tend to be illiquid and lack transparency. Here's how to use mutual funds that use hedge fund strategies to solve this problem. mark for My Articles similar articles
Financial Advisor
June 2005
Alan Lavine
Market-Neutral Funds For Sideways Markets Inconsistent past performance means advisors must proceed with caution. Unfortunately, the funds with the best longer-term track records are closed to new investors. Nevertheless, their performance is worth noting in case they reopen. mark for My Articles similar articles
Finance & Development
June 1, 2006
Angel Ubide
Demystifying Hedge Funds In an effort to soothe worries about transparency and supervision, public authorities are trying to develop new approaches to meet the public's need for financial system stability and investor protection while enabling investors to enjoy the benefits that hedge funds bring to financial markets. 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
BusinessWeek
December 12, 2005
Lewis Braham
Funds Made To Deliver "Absolute return" mutual funds aim for a positive result no matter how the stock market does. mark for My Articles similar articles
Investment Advisor
January 2008
Kathleen M. McBride
Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes. mark for My Articles similar articles
Financial Planning
September 1, 2006
David A. Twibell
When Neutral Is Good Market-neutral funds seek to minimize market risk while generating equity-like returns. mark for My Articles similar articles
Financial Advisor
July 2012
Brad Zigler
Which Are Best, Hedge Funds Or ETPs Hedge-replica exchange-traded products are gaining traction. Here's why. mark for My Articles similar articles
Financial Advisor
August 2010
James Picerno
Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason. mark for My Articles similar articles
Investment Advisor
January 1, 2011
Ben Warwick
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period Clients must take risks to make returns. Here's the right way to do it in 2011. 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
Financial Planning
November 1, 2009
Donald Jay Korn
Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts. mark for My Articles similar articles
Financial Advisor
May 2010
Alan Lavine
Watch Your Investment Tail Advisors are using options to insure portfolios against "once in a lifetime" losses. mark for My Articles similar articles
Investment Advisor
April 2006
Maya Ivanova
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. 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
On Wall Street
October 1, 2013
Jeff Tjornehoj
Are Alts Making the Grade? The most recent crop of alt fund contenders are performing like a classroom full of underachievers. mark for My Articles similar articles
Financial Advisor
January 2005
Marla Brill
Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls. mark for My Articles similar articles
Financial Planning
December 1, 2006
Len Reinhart
Retirement Hedges To meet your clients' needs, your process will have to include planning for each stage of their retirement years. If used correctly, alternative investments can reduce risk in lifetime investment plans. mark for My Articles similar articles
Financial Advisor
January 2009
Ray Fazzi
Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time. mark for My Articles similar articles
Financial Advisor
October 2005
David Reilly
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. mark for My Articles similar articles
Investment Advisor
April 1, 2011
Bob Clark
Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting mark for My Articles similar articles
On Wall Street
November 1, 2010
Gallant & Schneider
Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable. mark for My Articles similar articles
Investment Advisor
September 2010
Savita Iyer-Ahrestani
Overlooked Managers: Two Guys With Two Goals For Sierra Investment Management, understanding risk inherent in every asset class has enabled it to outperform, while avoiding the worst disasters in financial market history. mark for My Articles similar articles
On Wall Street
February 1, 2013
Matthew Lemieux
Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals. mark for My Articles similar articles
Financial Advisor
October 2011
Evan Simonoff
Taking De-Risking Too Far? A 10% allocation to equities only makes sense for a retiree with a short time horizon. mark for My Articles similar articles
Financial Advisor
May 2010
James Picerno
Bodies In Motion A fresh look at an old idea: momentum investing. mark for My Articles similar articles
BusinessWeek
July 15, 2010
Strategies for Capitalizing on Alternative Assets A high-net-worth financial adviser talks about how to hedge your bets. mark for My Articles similar articles
Registered Rep.
April 14, 2011
Diana Britton
Advisors Get More Flexible Advisors and investors are turning to mutual funds with more flexible mandates to cushion their portfolios against the unknowns. mark for My Articles similar articles