Alternative investments

The self-regulatory organization acted out of concern for the client who might not be aware of the important factors relating to moving their assets with an advisor switching firms.

You can’t know how a ground-floor investment will pan out, but you can help clients understand the risks and maximize their chances of success.

NextShares Solutions President Stephen Clarke says actively-traded funds haven't yet overcome industry conservatism.

One adviser goes head to head with the fund giant on fixed-income investing, managed payout and global bond funds, and the best solution for cash.

Investors are poised to pull as much as $400 billion from U.S. money market funds that buy commercial paper, predicts JMorgan Chase.

Golub Capital is shutting down a $150 million credit-hedge fund that invested in distressed debt, following the market’s worst rout since the financial crisis.

A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.

The fund was purportedly a safe investment based on a computer algorithm. In fact, clients dumped millions of dollars into a fund, which later lost 80% of its value in a single month, authorities say.

A five-year-old index tracking network security firms has slipped 14% in 2016, more than double the loss for the S&P 500.

The bond market, which has seen a bit of a rally in the 10-year space due to demands associated with a flight to quality, will inevitably continue to see downward pressure