Portfolio

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.

Declines in equity allocations, risk tolerance and advisor fees are cited.

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

With rates inching upward, some clients may want to skip fixed-income investments entirely. They shouldn't.

Is your firm prepared for the transfer of assets from your clients to their heirs?

Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants.

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

Issuers have been busy changing fees, adjusting payout levels and consolidating age bands.