Alternative investments

An already brutal year for large-cap managers, with only 18% beating the Russell 1000 Index through June 30, according to research.

In pulling their money out of property funds at such a rapid pace four asset managers froze withdrawals this week, the investors showed how the cost of Brexit is spreading.

Nearly 60% of wealthy baby boomers are more optimistic about tangible assets than about stocks, bonds, private equity and hedge funds, according to a recent U.S. Trust study.

"We always tell our client base that the potential opportunity is plentiful, but like every asset class, there is no guaranteed profit," says RBC adviser George Kursar.

In the second part of his interview with Money Management Executive, Menard expands on the firm’s strategy toward product innovation and what business it won’t pursue.

As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.

Neil Menard, group president CNL Capital Markets and president of CNL Securities, said that there is still much industry uncertainty about managing change.

The reductions will save current investors about $20 million annually, the firm says.

Post-Brexit, many clients may want to sell, but others could see the volatility as a boon.

As the U.K.’s historic vote to leave the European Union jolted markets around the world, investors responded with a mix of shock, fear and excitement.

Executives from the Alternative and Direct Investment Securities Association discuss challenges the nontraded REIT industry faces in light of the DoL's newly introduced fiduciary rule.

Pimco's $1.5 trillion in assets under management are down 25% from a high of $2 trillion in the first quarter of 2013.

ETFs are product of choice as 83% of advisers say they currently hold them in their portfolios or are recommending them to clients in the future, according to a recent survey.

The nontraded REIT industry moved to introduce a new share class following tighter regulations.

While mostly the purview of the big firms, smaller RIAs can get in on the act too. But they need to do their homework first.

The ultrawealthy are taking more conservative positions this year, but younger investors are still bullish, according to a recent industry study.

Richard W. Davis also took $1.5 million in fees while he was entitled to just $150,000, the commission alleges.

The S&P 500 Equal Weight Index is up 19% since equities bottomed in February, beating the conventional benchmark by the widest margin since 2013.

Patience is a virtue, but advisers can suggest it as a portfolio diversifier that clients can actually control.

The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.