by David L. Donabedian
The fragile economy should continue to improve in 2011, but at a subdued pace that will require investors to rein in expectations.
As more families decide to shrink the lifespan of their foundations, many are expanding the role of their financial advisors.
by
Karen DeMasters
Hatteras Funds offers advisors access to 140 hedge fund and private equity investment managers in a single mutual fund.
Philip Falcone won big on subprime mortgages. But his hedge fund plunged as the economy slowed, and now he's trying to recover with his biggest bet ever.
Citadel LLC is considering cutting fees on its two main funds as it
attempts to attract clients during the worst climate for raising money
in two decades, according to sources.
by Michael S. Fischer
Equinox Fund Management says managed futures accounts have yet to be fully appreciated as portfolio diversifiers.
by Robert J. Lindner
Now that there's another year on the calendar since the market meltdown
of 2008, many advisors of high-net-worth individuals are seeking to add
diversification arrows to their investment quivers,...
While everyone knows that the wealthy have more capital gains than
others, what's less known is how closely tied those gains are to age.
by Michael S. Fischer
IRON Financial tries to set up its risk-adjusted portfolios to benefit from the good times, and withstand the bad.
by Eric Uhlfelder
Funds of hedge funds appear to be a way to manage risk, but they got slammed harder than individual funds during the financial meltdown.
by Joseph Becker
As ETFs have grown more sophisticated, they have become a more useful tool to high-net-worth investors.
by Bruce W. Fraser
Investors and financial advisors looking for a way to achieve social and
environmental impact, as well as financial reward, might want to
consider impact investing.
by Michael S. Fischer
ETF Securities has rolled out an ETF platform that tracks gold, silver, platinum and palladium.
by
Jeff Schlegel
Alternative Investments Are The Rage, But It's A Broad Space Requiring Lots Of Due Diligence.
Schwab Advisor Services is once again accepting custody of new
alternative investments such as shares in hedge funds and private
equity.
by Michael S. Fischer
The two managers heading Hotchkis and Wiley's new fixed-income fund have spent decades hunting down cheap credit bonds.
by Michael S. Fischer
Eagle Global Advisors relies on multifamily offices and other intermediaries to deliver its international equity strategy to high-net-worth investors.
by Gregory Bresiger
Transparency, low cost and sophisticated strategies have helped ETFs attract the attention of high-net-worth investors.
by Eric Uhlfelder
Australian stocks have delivered the most consistent returns of any developed market over both the short and long term.
