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The Motley Fool
July 7, 2005
Selena Maranjian |
Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising.   |
Registered Rep.
December 3, 2003
John Churchill |
Wealthy Investors Fleeing Mutual Funds A new report conducted before the current wave of scandals shows that wealthy clients have been steadily reducing their holdings in mutual funds for the past two years. |
Investment Advisor
March 2006
Kathleen M. McBride |
Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk. |
Registered Rep.
March 1, 2003
Grove & Prince |
The Affluent Are Searching for Relief in Alternatives The rich shouldn't care if it's a bull or bear market. That's because the rich have so many investment options -- they can go completely short, or pick a cocktail of alternative investments, that, theoretically, could hedge away risk. Surveys show the affluent are doing exactly that. |
Financial Advisor
July 2005
Marla Brill |
A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups. |
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. |
The Motley Fool
December 31, 2010
Alex Dumortier |
Invest Like a Pro in 2011 -- Here's How Bet on stocks while reducing your risk exposure. |
HBS Working Knowledge
August 23, 2004
Ann Cullen |
New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom." |
Entrepreneur
December 2003
Dian Vujovich |
Anything Goes Here's a top-performing fund that's got flexibility on its side. |
Financial Planning
July 1, 2006
Dan Wheeler |
Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think. |
Registered Rep.
January 29, 2007
Halah Touryalai |
Hedge Funds Losing Their Appeal? The star power of hedge funds seems to have waned in 2006, at least among the wealthiest set. Will investors -- and their advisors -- continue to cool to hedge funds? |
BusinessWeek
August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
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. |
Registered Rep.
January 1, 2006
Stan Luxenberg |
Housewarming Come April, Merrill Lynch will remove its famous name from the brokerage's own funds to relaunch them under a new (as yet to be determined) name to compete on their own. But all the major wirehouses have struggled to sell their proprietary mutual funds. |
Registered Rep.
September 1, 2003
David A. Gaffen |
Giants Among us Debbie Jorgensen's book is pushing a half billion dollars, but the true measure of her success is this: She now gets to tell her company's bosses what to do. Jorgensen, with nearly two decades of experience at Merrill Lynch, has recently been appointed head of the firm's advisory committee to management. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
Financial Advisor
April 2004
Raymond Fazzi |
Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies. |
The Motley Fool
August 21, 2006
Mike Norman |
It's All About the Flow Here's a guide on how investors can use the Fed's quarterly report to position for big trends. |
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. |
Registered Rep.
October 1, 2005
Stan Luxenberg |
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. |
U.S. Banker
April 2002
John Hackett |
Managing Money On Main Street Smaller banks are fighting the nation's biggest players for a share of the wealth management market, where pricing isn't always what it seems and margins aren't always what were promised... |
Financial Planning
July 1, 2005
Susan Weiner |
Foreign Indebtedness The falling dollar has sparked an interest in international bonds, but advisers remain cautious. |
BusinessWeek
December 17, 2009
Tara Kalwarski |
Alternative Assets for the Masses More private equity and hedge-fund-like products are being aimed at individual investors. Should they jump in now that they have the chance? |
Registered Rep.
August 1, 2004
Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. |
Registered Rep.
February 2, 2011
Charles Paikert |
Even The Rich Are Worrying About Retirement "There's a newfound feeling of vulnerability among wealthier clients," said Lyle LaMoth, head of U.S. Wealth Management for Merrill Lynch Wealth Management. |
The Motley Fool
December 1, 2005 |
Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility. |
Investment Advisor
April 2007
Jeff Joseph |
High-End Investors Don't Fear Hedge Fund Blow-ups The large losses of the Amaranth Advisors hedge fund last September and other similar highly-publicized failures are unlikely to deter hedge fund investing by those rich individuals who manage their own portfolios, judging from a survey of the participants in a high-end investors' club. |
Wall Street & Technology
January 24, 2006
Paul Allen |
Trading Gets Exotic As the search for higher returns and diversification has sparked a surge in alternative investments, financial firms are working to establish a technology infrastructure capable of managing an acceptable balance between risk and reward. |
Investment Advisor
January 2006
Callahan & Howard |
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best. |
CFO
August 1, 2003
Randy Myers |
Casting for Returns To juice up their sagging portfolios, pension fund managers are seeking alternative investments. |
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. |
The Motley Fool
March 30, 2006
Shannon Zimmerman |
International Investing Made Easy International investing is a twofer -- a tack that allows savvy types to secure potentially greater returns and, simultaneously, a hedge against domestic-market performance gyrations. |
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. |
Investment Advisor
August 2008
Melanie Waddell |
Time for an Alternative The volatile market is sparking more use of alternative assets |
Financial Planning
April 1, 2006
Marshall Eckblad |
White Paper: The Young and the Wealthy As the financial services industry learns to surf the crashing baby boomer wave, a hefty number of professionals may end up on shore if they fail to pay attention to the attitudes of younger investors. |
On Wall Street
December 1, 2009 |
The Top 40 Advisors Under 40 A year out from the market meltdown, this year's top 40 advisors under 40 feel they gained wisdom in the process and their outlooks are brightening. |
U.S. Banker
November 2001
John Hackett |
Wealth Management Forever Wealth managers remain optimistic despite the sharp drop in personal wealth as a result of the stock market's decline... |
Real Estate Portfolio
May/Jun 2001
Jack McAllister |
On the Rise If 401(k) plan values are to rise to their potential, they could use a little more yeast -- in the form of REIT stocks... |
Financial Planning
June 1, 2011
George H. Walper Jr. |
The Worried Wealthy Surprisingly, few multimillionaires see themselves as "very wealthy." Much like the rest of us, they fret about the economy, the federal deficit, taxes and health care. |
Registered Rep.
March 1, 2003
Alexander M. Ineichen |
Debunking the Myths that Dog Hedge Funds Probably because hedge fund managers have gotten fabulously wealthy and are secretive (guiltily so), a body of untruths has sprung up. Of course, much of it is built on anecdotal evidence, oversimplification, myopia or simple misrepresentation of fact. |
Investment Advisor
November 17, 2010
Baer & Baer |
Strengthen Portfolios and Client Confidence Through Open Architecture The past two years have been a lesson in wealth preservation |
Investment Advisor
July 2009
Bruce Weininger |
Soapbox: Euthanize Wealth Management Practices The fixed income substitutes pushed by the major investment houses weren't fixed income substitutes at all. |
Investment Advisor
August 2005
Melanie Waddell |
The Playing Field: Serving Mid-Tier Millionaires Mid-tier millionaires desperately want to reduce the complexity of managing their wealth and consolidate all of their financial needs under one roof. Can you help them? |
Investment Advisor
August 2005
Jeff Joseph |
Hedgeworld Hedge Fund Focus: Institutions Are Still Committed Two recent surveys provide insights into the current state of hedge funds and their longer-term performance. |
HBS Working Knowledge
October 6, 2003
D. Quinn Mills |
The Problem with Hedge Funds Hedge funds are the New Big Thing -- and that's bad for the average investor, says professor D. Quinn Mills. An excerpt from Wheel, Deal, and Steal. |
Registered Rep.
April 13, 2004
David A. Gaffen |
Merrill Reports Record Quarter Merrill Lynch reported earnings of $1.3 billion for the first quarter of 2004, a 95 percent increase from the same period a year ago. |
Registered Rep.
February 23, 2007
Halah Touryalai |
Retail Hedge Fund Investors to the SEC: Buzz Off The SEC thinks it needs to do more to protect wealthy retail investors from the secretive world of hedge funds. But many wealthy investors say they can take care of themselves. |
Registered Rep.
July 1, 2003
David A. Gaffen |
Is it Safe Yet? Does the phone ring with a sweeter tone? Is the workday flying by? Do clients smile at you when you bump into them at restaurants? Has perhaps the market found its bottom and have clients recovered their nerve? Is it safe to go back to business as usual? |
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 |
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? |
