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For all the hype around alternatives, advisors should take note that regulators are watching how hedge funds, private equity funds and other non-traditional asset classes are handled.
July 29 -
Finished your beach reading yet? Our Summer Reading List was so popular that we put together a sequel. Here are 10 of the top-rated books for financial advisors on Amazon.com. Enjoy these helpful titles on a getaway -- whether it's on the beach or on a business trip.
July 28 -
HighTower has expanded its West Coast market by picking up an independent team with $400 million in assets in Bellevue, Wash.
July 28 -
'There is a limited supply of top quality RIAs having the right stuff,' says M&A advisor David Selig. 'Suitors are clearly prepared to pay nine times cash flow or more for these gems.'
July 28 -
Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.
July 28 -
Barclays saw a rise in the number of U.S. shares traded in its dark pool, paring some of the losses in the two weeks after it was sued by New York for allegedly lying to customers of the venue.
July 28 -
6 ways low savers can catch up; Pitfalls of longevity annuities; 50 important stats about long-term care
July 28 -
Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.
July 28 -
Many advisors have not formalized their client communication practices, a misstep that could hamper long-term business success, according to a recent FPA study.
July 28 -
Merrill Lynch's expanding financial boot camp deepens relationships by helping wealthy clients ensure that the family fortune lasts beyond this generation and the next.
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