Market chop puts alternative strategies front and center

Friday's <i>Breakfast with Benjamin</i> menu: The market's jolt puts liquid alt strategies in the spotlight. Plus: Minding the next threshold for stocks, reminding clients to buy on the dip, Fed missed the mark on inflation, and don't forget to worry about China.

OCT 10, 2014

By Jeff Benjamin

It's not too late to add some portfolio insurance in the form of liquid alternatives. Here are some mutual funds that have been stacking up nicely against their more expensive hedge fund counterparts. Better examples of hedge funds than hedge funds
The 200-day moving average is the next threshold on focus for stocks. 'We seem to be in that anxiety zone that often gives way to decent corrections'
New market volatility has investors assuming the worst. This might be a good for financial advisers to remind clients about the opportunities to buy on the dip. The glass suddenly looks half empty
A lack of inflation is front and center at the Fed. The upside is, this looks like another reason to delay a rate hike. The downside is, the Fed can't seem to find a tactic for triggering price increases. 'Too-low inflation is getting to be a real issue again'
China's economic bubble looks like the big thing to worry about. This is what happens when you pump $13 trillion worth of credit into an economy to try and keep a growth rate up. Paths to contagion

WallStreetBets takes on the SEC — and makes a surprisingly sharp case

The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.

Stratos Wealth Holdings closes 11 acquisitions in push for advisory scale

RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.

Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

Shareholder sues FS KKR Capital board, alleges NAV and dividend cover-up

Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.

UBS loses $1.2 million arbitration claim linked to variable annuities and margin

UBS has a history of costly litigation stemming from the sale of volatile investment products.

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

SPONSORED Durability over scale: What actually defines a great advisory firm

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline

Market chop puts alternative strategies front and center

Latest News

Newsletters

SUBSCRIBE

Subscribe for just $19.99 per month.