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Over the past few years, one of the fastest-growing segments of the registered mutual fund industry has been in the alternatives space, with "alternatives" being something of a catch-all term for funds focusing on non-traditional asset classes or strategies that had previously been the domain of institutional investors and hedge funds. The number of these funds has skyrocketed, driven in large part by strong demand from retail investors and advisors for investment strategies that offer less correlation to the broad equity and bond markets.
February 19 -
The transformation of fee and distribution models that asset managers must address to compete are some of the primary game-changers impacting mutual fund and ETFs.
February 19 -
Investors may almost triple the amount of capital they put into hedge funds this year, boosting industry assets to a record, an annual survey by Deutsche Bank showed.
February 18 -
Stephen Mandel of Lone Pine Capital made hedge-fund investors the most money for the second straight year in 2013.
February 10 -
U.S. stocks advanced as investors assessed corporate earnings and data showing factory orders fell less than estimated in December.
February 5 -
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New websites offer a higher yield alternative for the fixed-income segment of a portfolio.
February 2 -
Clients misunderstand a lot of factors regarding the impact of property ownership on their tax obligations. Here's how to make sure they stay one step ahead.
February 2 -
Have your clients started talking about adding oils to the portfolio? Here are a few guidelines to remember.
February 2 -
As lifespans lengthen and the housing market rebounds, some advisors are reconsidering real estate as a long-term investment for their older clients.
February 1 -
The mutual fund and ETF industries are creating new products that could offer the benefits of hedge funds without the high fees and minimums.
February 1 -
U.S. stocks rose from a two-month low while Treasuries and gold fell as data showed rising consumer spending and corporate earnings beat estimates.
January 30 -
An agency risk alert critiques the due diligence processes that investment advisors are using when recommending such investments as hedge funds, private equity funds, or funds of private funds.
January 28 -
Jeff Altman and John Paulson, two of last years best-performing hedge-fund managers, are predicting that stocks will continue their rally in 2014 even as the bull market approaches its sixth year.
January 21 -
U.S. stocks fluctuated as investors scrutinized data showing a slowdown in jobs growth for clues on the pace of Federal Reserve stimulus cuts.
January 10 -
FINRA alleges that the firms' advisors sold two types of highly risky ETFs that even they didn't understand.
January 9 -
Chinas stocks rose, led by energy companies after Offshore Oil Engineering Co. reported a jump in profit. A gauge of small-company shares headed for a record.
January 9 -
It has been quite the ride for gold: from under $500 an ounce decade ago, to above $1,900 in 2011, gold gained more than 400%.
January 8 -
Investors prizing Princeton University bonds have fueled gains relative to top-graded municipal debt.
January 8 -
The Consumer Financial Protection Bureau could consider expanding exemptions for small lenders from its qualified mortgage rule after it goes into effect on Friday, according to Richard Cordray, the agency's director.
January 8
