Table of Contents

Issue Date: July 31, 2014


Multialt fund: A hedge with its own risks

By Jeff Benjamin

Multialternative strategy mutual funds have become one of the fastest-growing fund subcategories, and that should be a red flag for financial advisers to sharpen their due diligence on these products. Most interesting about the


What would it mean to you if time ran out?

Because unexpected crises strike all the time and their targets are often unpredictable, it is an adviser's duty to be prepared so their clients aren't left in a lurch.

One hand washed the other - until now

Kudos to the SEC for signing off on a rule that should make it more difficult for brokers to erase customer complaints from their records in arbitration cases that are settled. The Securities and Exchange Commission last Wednesday

Fiduciary Corner

Investment Strategies

News for Financial Advisers