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Articles tagged "alternative investments"


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Douglas Kim: The problem here is a blind spot of the industry’s own making.

The glaring obstacle preventing private investments from quintupling assets in eight years -- wealthy investors who can hardly name a single provider's brand

Wall Street claims its next stop is $60 trillion of alts AUM, yet pressed for alts brands, individual investors at best name Fidelity or Vanguard -- Apollo, Blackrock and Blackstone don't register.

October 26, 2024 at 2:13 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

Michael Collins: Only the fittest roll out.

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

Jeff Cusack: The average RIA doesn't think of Nuveen when he's thinking of alternatives.

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

Felipe Luna: We're seeing ... high-net-worth clients ... who want to be more aggressively involved in alternative investments.

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

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

 Kelly Rodriques: Even if an asset is currently worthless, advisors still need to transfer that asset to a successor custodian.

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

Rob Isbitts: Past performance guarantees one thing: That you cannot have that past performance.

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

Barry Martin: The primary risk of a covered option strategy is opportunity risk.

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

Jon Sundt: More than 70 new alternative mutual funds were launched in 2011.

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

Ann Bergin: We'll see a rush to the front door in coming days and weeks.

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

Rob Isbitts: Options typically require far less capital than inverse ETFs used to hedge.

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

Jeremy Norton: The burden falls squarely on advisors.

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

Matthew C. Brown: For most RIAs, outsourcing to a reputable vendor that offers an independent, end-to-end alternatives solution makes the most sense.

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

Stephen J. Cucchiaro spoke with Chuck Schwab and Walt Bettinger before deciding to sell his company to theirs.

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

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