Alternative investments

Wheaton Wealth Partners reaches out to clients by "mind mapping" their emotional priorities first, then developing a plan and a portfolio.

Asset management mergers and acquisitions are on the rise and all signs are pointing to another healthy year for deal activity.

One service provider is looking to take advantage of the migration of hedge funds into the mutual funds space by offering its hedge fund clients its Investment Company Compliance Services offering.

Hedge funds have beaten the FDIC in a series of legal disputes over the assets of bankrupt holding companies, exposing a serious flaw in the regulator's system for recovering value from failed institutions.

Blackstone Group, the world’s biggest manager of alternative assets, is starting a mutual fund that will invest in hedge funds, part of an industrywide push to attract assets from individual investors.

Bloomfield, Mich.-based Flexible Plan Investments has launched The Gold Bullion Strategy Fund (QGLDX), which the firm is touting as the industry’s first gold bullion fund offered to retail investors through a mutual fund product

Investment pitches by entrepreneurs and hedge funds may get a higher public profile on television, through social media and even at sporting events following the lifting of an 80-year-old rule by U.S. securities regulators.

Greenwich, Conn.-based AQR Capital Management is currently prepping to launch another alternative mutual fund to add to its growing family.

It looks like Nationwide Mutual Insurance Company will have its day in court come January 2014 to defend itself against a mutual fund lawsuit.

The U.S. Court of Appeals for the District of Columbia Circuit has put alternative mutual funds on notice after ruling in favor of the Commodity Futures Trading Commission by upholding its recent amendments to Rule 4.5 that will require mutual funds that bet on gold, oil or other commodities to register as commodity pool operators.

In investors' epic search for yield, one strategy in particular has risen to the top this year: loan participation mutual funds and ETFs.

Non-traditional investment allocations in defined contribution plans, while commonplace in defined benefit pension portfolios, are a rare sight in today's retirement plan lineup.

Non-traditional investment allocations in defined contribution plans, while commonplace in defined benefit pension portfolios, are a rare sight in today's retirement plan lineup.

Franklin Resources, the parent of Franklin Templeton Investments, is readying its first multi-manager alternative mutual fund almost a year after buying a majority stake in K2 Advisors Holdings, a fund of hedge funds manager, from private equity shop TA Associates.

Mutual funds may not be on a hiring spree right now, but Longboard Asset Management Portfolio Manager Cole Wilcox is seeing demand increase elsewhere.

Wes Long, executive vice president and head of the private client services group at Wedbush Securities discusses his 23 years in the securities business.

The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy.

The FPA's president says advisors of all ages should be thinking about the next chapter of their careers.

Lenox Wealth Management thrives on its strong ties to Procter & Gamble's top management.

Non-traditional investment allocations in defined contribution plans, while commonplace in defined benefit pension portfolios, are a rare sight in today's retirement plan lineup.