Displaying 19 results
What millennials really want out of fintech
Surprising opinions on traditional brokerages and digital financial advisers.
‘Retirement Rip-Off Counter’ underscores impact of Department of Labor’s fiduciary rule delay
A counter adding up the $46 million retirement savers are losing daily from a delay of the Department…
RIAs take a soft approach to cross-selling
Planners use multiple means to show clients they have more to offer than the basics.
This is an Investment News Scriba test by Bob Allen
This is the summary that goes with the Investment News Scriba test by Bob Allen
Icons and Innovators winners announced
We recognize the icons and innovators who have shaped and transformed the financial advice profession for 2016.
Risk parity: The real culprit behind the market’s madness
Stocks have been murdered, and China seems to have been caught red-handed. But some financial luminaries are pointing to a surprising defendant: the risk-parity strategy pioneered by hedge fund manager Ray Dalio. Who's guilty?
When looking to preserve clients’ capital, consider alternatives
The potential benefits — and pitfalls — of using alternatives to diversify a portfolio focused on capital preservation.
Long/short equity, event-driven liquid alt funds top stocks in first half
Flows turn mixed but overall universe expected to grow by 5% this year to about $495 billion.
Which is the easier question: How do you feel about liquid alts or how to regulate them?
It's easy to vilify liquid alts; it's much harder to draft the kind of regulation that allows an investor to make an informed decision about the risk-return profile of their investments.
Options to invest in innovative technologies that address water shortages are limited
Despite a multitude of water shortages, options to invest in innovative technologies that address the problem remain limited.
So you want to become a financial adviser? Don’t overlook the little guys.
The financial services industry is suffering from a serious generation gap. While larger firms have the scale and…
How to explain alternatives’ place in portfolios to your clients
By viewing alternatives through the lens of the three primary colors, they can be demystified
Liquid alts’ drawback: High cost
The more alternative products that fund companies offer, the bigger the dilemma facing financial advisers. For those…
Why it’s time to believe the hype behind ESG investing
Studies show socially conscious investing principles positively affect long-term, risk-adjusted returns.
Why ‘smart beta’ strategies deserve all the attention and assets they’re attracting
Strategies represent a cost-effective way to harnes quantitative insights and quickl, easily implement them in portfolios
Reading between the lines of liquid alternatives fund expense ratios
What you see might not be what you get and the real cost of running some strategies can be steep.
Alternatives are earning their keep in 2015
The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.
As hot as liquid alts are, most can’t compete against the bull market
'The only thing that's working right now is the S&P'
The perfect storm: Why alts make sense
High equity prices, low bond yields and geopolitical risk are all leading to new popularity for this once-shunned allocation. Find out how more portfolio strategists are moving away from the traditional 60/40 split.
