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Articles tagged "Rob Isbitts"


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Rob Isbitts: Liquid alternative mix concept is like eating a portion of your breakfast, lunch and dinner for the day at the same time.  Each part is potentially enjoyable and healthy on its own, but together it can seem more like a mishmash.

Why RIA clients still see alternatives as a 'mishmash' and 17 other cheat-sheet items for advisors in 2017

Rob Isbitts's well-researched quick takes that'll educate an RIA in 10 minutes on items from margin debt and corporate earnings to house-flipping

January 30, 2017 at 6:05 PM

Josh Charlson: Although the high costs have come down, returns have not surpassed their hurdle rate.

Fidelity dumps two liquid alts managers after they fail to deliver the vaunted 'hedge effect' in stormy markets

The Boston giant gave Arden, then Blackstone, the bum's rush after their halo effect was tarnished by high expenses, low returns

April 8, 2016 at 6:12 PM

Rob Isbitts: That money should have a target on its back, and we RIAs as an industry should be managing it.

Chasing bad performance: Why investors can't get enough of those increasingly lame hedge funds

Most assets are institutional but there's a trillion dollars of baby boomer assets ripe for the plucking by RIAs who can generate returns sans the highway robbery fees

April 28, 2015 at 7:46 PM

Rob Isbitts: As the alts industry continues to expand, morph and eventually consolidate, keep in mind that some of your clients can't afford to not have the money they need, when they need it.

How the alternative investments category got bastardized and why that's a shame

A decade on, the investment industry is fast destroying a promising asset class

January 27, 2015 at 6:19 PM

Jeff Maurer: At no point did we say let's go hire as many people from GenSpring as possible.
April 29, 2014 at 6:28 AM

Jack Rivkin: I interviewed lots of people for three to four months but nobody met all the criteria. I pulled a Dick Cheney and said: I can do this.

VC firm installs one of its own, a Lehman Bros. legend, to get Altegris in gear

After months of searching on behalf of Aquiline, Jack L. Rivkin decided to nominate himself

March 13, 2014 at 3:53 AM

Rob Isbitts: It was amazing to see how far this field has come. And yet, I wonder if it's already gone the way of too many advisory industry trends: Overkill!

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

 Rob Isbitts: That ensemble offering you create does not have to be a group of 20 people under the same roof.

5 entrenched ruts in which advisors are idling -- and how to shift gears to peel out of them

If you're trying to be an asset-gathering ninja and an investment management guru simultaneously, meet Jack

March 26, 2013 at 3:12 AM

Rob Isbitts: There is no reason to continue like this.

The 5 biggest errors of intellectual omission by RIAs -- in fact, most advisors

There's a staleness of practice thinking behind a box-checking facade that is none too impressive itself

February 7, 2013 at 5:09 AM

Rob Isbitts: The best chance we have of a meaningful up year for stocks is the fact that few are expecting it, and the market typically rewards the least amount of people possible.

13 for 2013: A baker’s dozen of issues you and your clients should really be focusing on this year

Trendmeister Isbitts canvasses burning topics ranging from gold to the bond bubble to the rise of the Millennials, explains why the 'plastics'-like word of the year is 'dividends' and boldly revisits his predictions for 2012

January 14, 2013 at 4:49 AM

Rob Isbitts: Your capital gains and dividend tax rate may be a lot less than 40%

Fiscal Cliff vs. Jimmy Cliff: How the leap may look more like Y2K or the Mayan calendar

We are sitting in sitting in limbo with many rivers to cross but harder they come (up), the harder they may not yet fall

December 26, 2012 at 3:40 PM

Rob Isbitts: What clients want today is someone who worries less than they do.

8 nuggets of angst mined from RIAs at Schwab IMPACT

Safe zones of consensus thinking inhabit almost no area of advisor life

December 4, 2012 at 5:08 PM

Rob Isbitts: Don't ignore solid investment process and strategy in the name of 'waiting to see' which parts of Cliff are allowed to occur on Jan. 1

Fiscal Cliff is ready for his close-up -- whether we are or not

The end is nigh! Or not. Either way, here's how to prepare your clients to traverse that uncharted country beyond Jan. 1

November 12, 2012 at 7:17 AM

Rob Isbitts: Three years is the Goldilocks of investment evaluation horizons.

5 ways for incumbent advisors to get -- and keep -- their clients' vote of confidence

Obama and Romney are asking for four years to deliver results -- ask your clients for three

October 22, 2012 at 2:59 AM

Rob Isbitts: Clients can even tell an advisor they would like a double-long midcap equity ETF.

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

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