Alternative investments

BlackRock is ‘OK with being early’ to this smart beta party

New bond ETFs from the firm use alternative weightings to chase "superior risk adjusted and total returns” compared with market-cap weighted products.

Smart betas August 11

Smart betas August 11
OppenheimerFunds launches 3 revenue-weighted ETFs: Fund Scan

The smart-beta offerings each have an international focus.

Fund Scan Sarah Martinson August 1

Fund Scan Sarah Martinson August 1
CE Quiz August 2017

As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and IMCA.

Investment insights August 1

Investment insights August 1
Tax traps of nonconventional IRA investments

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

Tax planning Ed Slott July 28

Tax planning Ed Slott July 28
Morningstar buys stake in Sustainalytics: News Scan

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.

Fund performance Sarah Martinson July 28

Fund performance Sarah Martinson July 28
UBS invests in iCapital tech platform: Fund Scan

The firm joined BlackRock as a strategic partner of the alternative investment tool aimed at wealthy clients. Plus; other launches.

Fund Scan Sarah Martinson July 14

Fund Scan Sarah Martinson July 14
Voices From racehorses to gold bars, what planners must know about alt investing

Kimberly Foss
President and founder Empyrion Wealth Management

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

High net worth July 14

High net worth July 14
T. Rowe: Stock pickers still matter

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.

Mutual funds June 29

Mutual funds June 29
Ex-Bridgewater quant says smart beta ETFs use factors all wrong

The issue comes to down whether the strategy is good at picking stocks primed to rise.

ETFs June 27

ETFs June 27
Ex-JPMorgan bankers rejoin firm to build private credit team

As part of a new alternative investments group, the recruits’ focus is to help customers place money into hedge funds and private equity strategies.

Career moves June 14

Career moves June 14

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Alternative investments

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