Alternative investments

Growing firms may need to rethink processes, tools, relationships and staffing strategies.

A top performer in the large growth category, Thornburg International Growth Fund is hard to pigeonhole.

FX Concepts LLC, the currency hedge fund founded by John Taylor in 1981, asked a bankruptcy court for permission to sell its trademark and trading models to Ruby Commodities Inc. for $7.48 million after an auction yesterday.

A select group of financial advisors have already reached more than $50 million in assets under management despite having less than five years of experience. What traits and behaviors help set this group apart?

Advisors look to alternative investments to diversify, hedge against inflation and decrease correlation, but should all clients have alts?

Laurie Belew, an FPA member since 2004, will be the 2014 FPA president-elect of the association's NexGen community for members age 36 and younger.

Non-correlated investments used to entail high minimums and low liquidity — but now even mass-affluent clients can find diversification through alternative mutual funds.

Advisor Laura Tarbox doesn't target women, although she finds them anyway. What she does require: A $5 million minimum.

Here's how one firm used this technique to build a $325 million practice in five years.

Kathleen Gaffney got her own fund, Eaton Vance Bond, at a most challenging time - just as interest rates started to rise.

Babson Capital Loan Fund Doubles Amid Demand for High-Yield Debt

As retail funds for alternative investments become more widespread, planners must explain their purpose in a portfolio.

Tax treatment, good or bad, can make or break an investment decision. Are you helping your clients avoid these common blunders?

It's a rare day when a hedge fund manager admits he's never heard of an asset type. But that's just what Ray Schuville, a managing director and private client advisor at U.S. Trust, heard from a client earlier this year.

Bank of America's new campaign looks to tap into millennial demand for values-based strategies.

The most recent crop of alt fund contenders are performing like a classroom full of underachievers.

A run-down of the stories in this issue, which includes a discussion of alternative investments.

Ultrahigh net worth investors are on the hunt for non-correlated asset classes and better returns. To find it, these advisors are pushing the alternative investment envelope.

At Briaud Financial Advisors, the founder said she wanted a succession plan - until her daughter actually made her an offer.

Managed futures have lost some of their luster, but AQR makes a compelling case for the category.