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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. October 1, 2010 John Aidan Byrne |
Who Will be Number One Among the Wirehouses? A good old-fashioned Wall Street fight for retail assets -- and a fierce tussle over which firm can call itself the Number One retail wealth management firm on Wall Street -- is brewing. |
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. |
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. |
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? |
Registered Rep. March 1, 2005 Neil O'Hara |
Dearth of Easy Pickings? Now that retail investors are able to partake of hedge funds in unprecedented numbers, some are calling hedge investing a bubble about to be popped... Largest SEC Registered Funds of Funds... Hedge Fund Index Performance... |
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. |
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. |
The Motley Fool October 23, 2006 Alex Dumortier |
Merrill Brings Home the Bacon The firm's solid third-quarter performance comes as no surprise to investors. |
Registered Rep. March 1, 2005 Chris O'Leary |
The High Cost of Admission To justify their existence in client portfolios, funds of funds need to post double-digit returns in order to really experience some net (read: after-fee) gains. And 2004 didn't deliver on these promises. |
Registered Rep. May 27, 2004 Will Leitch |
Anything but Going Long the S&P After suffering through a brutal bear market, investors have been reintroduced to the concept that stocks can go down as well as up. As a result, investment managers have been eager to capitalize on that and to fill a market need: the need to hedge. |
Registered Rep. September 15, 2008 Kristen French |
Merrill Lynch Sells Itself To Bank of America: Update 3 The biggest question, now that BofA has agreed to buy Merrill Lynch, is what Bank of America will do to hold onto Merrill Lynch's dearest asset -- its approximately 17,000 financial advisors. |
Financial Advisor February 2007 Thomas M. Kostigen |
Firm Offers Reps Their Own Hedge Funds Independent broker-dealer First Allied's program raises questions about risk and conflicts. |
On Wall Street October 1, 2009 Elizabeth Wine |
Hedge Funds: Are They Worth It? Strategists in the wirehouses and elsewhere say hedge funds were wrongly maligned, and that the good funds can still serve the purpose of diversifying a portfolio and reducing risk. |
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? |
BusinessWeek May 14, 2007 Goldstein & Rosenbush |
Hedge Fund Fees: The Pressure Builds As hedge fund performance weakens, some investors are seeking ways to cut expenses. |
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. |
Financial Advisor November 2003 Alan Lavine |
Alternate Ways To Hedge Portfolios Should you put your well-heeled clients into unregistered or registered hedge funds? Or is it better to select a mutual fund that uses hedge-fund tactics and is managed by a registered investment company? |
Financial Planning June 1, 2007 Steve Savage |
Consider the Alternatives Think twice before pitching hedge funds and private equity to your financial advisory clients. |
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? |
On Wall Street April 1, 2010 Howard J. Stock |
Back Office Move Has Advisors Up In Arms -- Some Bolt Questions surround what will happen to BAI clients when Merrill moves their accounts from National Financial to Merrill Lynch. |
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. |
Financial Advisor May 2004 Gene Swanzey |
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. |
Knowledge@Wharton February 26, 2003 |
The Perils of Hedge Fund Regulation Hedge fund products are increasingly available to a broader audience than previously had access to this asset class. A barrage of news reports focused on hedge fund fraud and blowups raises the idea that regulation might provide a useful fix. So should hedge funds be regulated? No. |
Financial Advisor April 2008 Eric L. Reiner |
Hedging Your Bets Richard Lee Jr. presides over the 50-person Dallas advisory Lee Financial Corp. A private placement fund of hedge funds that Richard Lee Jr. uses for clients returned nearly 20% last year. |
Financial Planning October 1, 2008 Stacy Schultz |
What's the Alternative? Bank of America Alternative Investment Solutions studies high-net- worth investors' attitudes toward alternative investments. |
Investment Advisor March 2006 Melanie Waddell |
Piling On Keeping up with compliance chores will continue to occupy a substantial portion of advisors' time, as industry officials and observers are steadfast in their belief that regulatory scrutiny by the SEC and NASD isn't going away. |
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. |
Registered Rep. April 15, 2011 Kristen French |
Merrill Earnings Strongest Since Bank of America Takeover Bank of America's Global Wealth and Investment Management division, which includes Merrill Lynch, reported its highest earnings since Bank of America's takeover of Merrill in late 2008, as asset management and brokerage fees rose. |
BusinessWeek June 6, 2005 Anne Tergesen |
A Fee Frenzy At Hedge Funds Add in extra charges for items such as audits, account administration, and trader bonuses, and the average hedge-fund investor pays as much as 3.5% of assets a year. |
Registered Rep. November 1, 2003 David A. Gaffen |
Is Wall Street Abandoning Main Street? Are the major brokerage firms losing interest in the everyday investor who has been the very foundation of many of its successes? |
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. |
Financial Planning October 1, 2005 David Twibell |
Background Check With interest in alternative investments on the rise, many advisers are looking for new ways to evaluate which, if any, make sense for their clients. |
Registered Rep. October 8, 2002 Rick Weinberg |
To Improve Profitability, Merrill Curtailing Trading of OTC Issues. A Time to Buy Small-Cap Issues? "With fewer players, that means there will find more inefficiencies in that part of the market." |
BusinessWeek July 9, 2007 |
In Defense Of Hedge Funds A high-net-worth investment adviser takes on those who say the glory days of hedge fund investment opportunities are over. |
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. |
The Motley Fool March 2, 2005 |
Hedge Funds Explained While the word "hedge" conjures up images of investors cautiously hedging their bets, hedge funds are often extra-risky, volatile investment vehicles that demand huge upfront investments, sometimes in the millions. |
On Wall Street December 1, 2008 Barack et al. |
Top 40 Advisors Under 40 See which advisors made the cut and learn how these young guns reached the top of their game. |
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. |
Financial Advisor November 2005 Bruce W. Fraser |
Hedge Funds Continue To Mushroom While the sector is experiencing growing pains and a high mortality rate, the major challenge hedge funds face today is building capacity to meet growing demand for higher returns from institutions and high-net-worth individuals. |
The Motley Fool June 2, 2006 John Finneran |
Hedge Fund Wizards Money managers cast spells over the market -- and reap huge rewards. Hedge funds operate in a haze. Penetrating how they earn returns and take risks is tough, but is a good exercise for investors. |
Investment Advisor September 2006 Jeff Joseph |
Hedge Fund Focus: RIAs Turning to Alternatives A more hands-on approach to investments is being taken by registered investment advisors, including the use of alternative products, according to a new survey. |
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. |
Wall Street & Technology February 4, 2005 Maria Santos |
Bringing in Business Attracting hedge funds as customers is a priority this year for the majority of sell-side firms. As hedge funds approach $1 trillion in assets, these non-traditional investment vehicles have become the latest buy-side heavyweight. |
Registered Rep. February 20, 2006 Kevin Burke |
MFS Chairman Blasts Hedge Funds at NICSA Confab The chairman of fund complex MFS Investment Management is calling for the formation of a task force to overhaul performance reporting for hedge funds. |
Investment Advisor September 2007 Michael S. Fischer |
Getting In How to gain access to private equity, managed futures, and hedge funds. |
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. |
Entrepreneur April 2007 Scott Bernard Nelson |
Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research. |
Registered Rep. April 1, 2006 John Churchill |
Little Bulls Hedge fund managers, small ones at least, say the U.S. economy should have a flat to upbeat year in 2006, according to a survey released in March. |
The Motley Fool August 29, 2007 Matt Koppenheffer |
Hedge Funds Are Here to Stay The hedge fund industry has been broadsided recently by erratic markets, as well as major losses for some funds. Getting negative on the entire industry may be misguided, though. Not all hedge funds will be successful, but the top ones will continue to be a major force in the markets. |