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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
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
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
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
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
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 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
The Motley Fool
August 4, 2010
Dan Caplinger
Investments You Can't Retire Without Asset allocation isn't just about stocks, bonds, and cash. There are other avenues to wealth in the financial markets. mark for My Articles similar articles
Financial Advisor
July 2011
Alternatives In The Spotlight Many of the 600 attendees at the second annual Innovative Alternative Strategies conference came to learn how to use these investments in client portfolios. 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
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
Investment Advisor
October 2008
Maya Ivanova
War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses. mark for My Articles similar articles
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. 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
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
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
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 Advisor
May 2011
Jeff Schlegel
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments. mark for My Articles similar articles
BusinessWeek
November 25, 2009
Amy Feldman
'Hedge Funds' for Everyone The market meltdown highlighted the risk of investing in only stocks and bonds. A new wave of funds make it easier for average investors to diversify. 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
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
September 2012
Alternatives Conference Educates Advisors, Expands Focus The need for investor education was a big theme at the third annual Innovative Alternative Strategies conference, held in Denver in late July. 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
Investment Advisor
March 2007
Susan L. Hirshman
Managing Fear, Maintaining Your Edge How to educate and enlighten your clients on alternative investments. 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
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 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
The Motley Fool
February 23, 2010
Amanda B. Kish
Are Advisors Making Smart ETF Choices? It looks like many of them are jumping on the bandwagon. mark for My Articles similar articles
Investment Advisor
June 1, 2011
Savita Iyer-Ahrestani
Stockpiling Commodities The traditional stock/bond breakdown is no longer enough; for true diversification, clients need to add commodities to their portfolios. mark for My Articles similar articles
Financial Planning
September 1, 2009
Geoff Considine
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide. mark for My Articles similar articles
Financial Planning
May 1, 2007
David A. Twibell
Bonds Away Despite their checkered past, emerging market bond funds have attracted record capital inflows and rewarded investors with stellar returns. mark for My Articles similar articles
Financial Advisor
September 2010
Jeff Schlegel
Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs. mark for My Articles similar articles
Financial Planning
February 1, 2010
Suzanne McGee
Thinking Outside the Dollar Longtime international investors are bulking up their non-U.S. allocations, and more conservative players are taking notice. 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
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. mark for My Articles similar articles
Registered Rep.
September 30, 2011
Diana Britton
When Investing in Hedge Funds, Don't Aim For Home Runs Hedge funds and other alternative strategies can provide a reasonable rate of return and lower or negative correlations to stocks and bonds, but they can also carry greater risk. mark for My Articles similar articles
BusinessWeek
September 13, 2004
Anne Tergesen
Time To Hedge On Hedge Funds? New research shows that returns are sliding, and some don't help you diversify. 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 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
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
Investment Advisor
June 2010
Bob Clark
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios. 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
Investment Advisor
April 2010
Robert J. Lindner
Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy. mark for My Articles similar articles
Registered Rep.
December 22, 2009
Stan Luxenberg
Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification. mark for My Articles similar articles
Financial Planning
April 1, 2011
Suzanne McGee
Chasing Alpha With investment strategists and pundits predicting a long period of sluggish returns that may not make it out of the single digits, there is every reason for advisors to intensify their quest for alpha. But alpha is both hard to define and harder to find. 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
January 2007
Ivanova & Kahler
The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas. 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
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
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