HNW Women Prove More Savvy About Alts Than Men
High-net-worth women are savvier about alternative investment choices than their male counterparts, says a study by New York Life MainStay Investments.
More in Alternative Investments
How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market more »
"Smart beta" ETFs are attracting funds from both active managers and passive indexes. more »
Deutsche Asset & Wealth Management, in partnership with CAIA, will now require its employees in its retail distribution arm to enroll in CAIA's fundamentals of alternative investment certification program. more »
After making recent waves with retail acquisitions, Nicholas Schorsch's RCS Capital Holdings is adding its first wholesaling broker-dealer to a growing portfolio. more »
Alternative investments are reaching a much broader swath of investors. As a result, financial advisors are increasingly bombarded with questions from curious clients. Early adopters are in a position to answer these queries, but for the uninitiated advisor -- it's time to get up to speed. more »
Alternative mutual funds will be examined by the SEC to assess whether managers are complying with leverage and liquidity rules. more »
Interest in alternatives is rising among investors as they look to manage volatility in their portfolios - and advisor education is critical to meeting that tidal wave of demand. more »
Of the 296 funds that picked up Lipper U.S. Fund Awards this year, only nine were peer-group winners for all of the eligible time periods. See the list here. more »
As it turns out, larger and smaller RIA firms face similar compliance challenges. more »
Using recent research from the North American Securities Administrators Association, Harold Reimer -- head of private wealth management for Temenos in North America -- put together a list of advisory compliance best practices. more »
FINRA found that LPL didn’t have a reasonable system in place to determine whether purchases of alternatives would cause a customer’s account to be unsuitably concentrated. more »
IMCA and CAIA are teaming up to fill in a knowledge gap about alternative investments, offering a new online education program that teaches the basics to the uninitiated. more »
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