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

Munis produced a 5.8% risk-adjusted return in 2014, more than double the other investments. They also outperformed in 2011 and 2012 as yields -- which move in the opposite direction as price -- fell to the lowest since the 1960s.

If there are subsequent rate hikes in the coming years, clients will feel an effect; Plus, why falling gold and oil prices shouldn't be a concern for older clients.

Sky-high prices at recent art auctions – in one case up to $170.4 million – may have some wealthy, art-enthusiast clients seeing painted visions of dollar signs.

If the SEC's newest rules are enacted, open-end mutual funds and ETFs that invest in municipal securities are likely to become more risk-averse in a variety of ways that have implications for issuers and other investors that perhaps have not been fully considered by executives.

Recent jittery markets give advisors a terrific chance to judge liquid alt funds. Better yet, a close look can help you better position the portfolios of clients worried about global markets.

Whenever markets drop, clients start clamoring to hold gold in their IRAs. Here’s what to tell them.

SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.

SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.

BlackRock is rolling out its first impact-labeled U.S. mutual fund. In the nascent world of impact investing -- backing profitable companies trying to produce social and environmental good -- it is a milestone.

Advisor interest in alternative investment training is booming as they seek to better explain and sell their clients on alt offerings.