Banking

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

For some alternatives, once you consider the benchmark, the more difficult part is justifying the investment's place in the portfolio.

Benchmarking alternatives isn't easy, but it's critical in making sure clients and advisors are clear on the investments' role in the portfolio. Here's how to benchmark private equity, non-traditional bonds and long-short funds.

Do advisors know enough about alternatives to recommend them to clients? Here's one key to making sure you understand the investments' role in client portfolios.

Many new ETFs offer alternative ways to approach equities and fixed income.

Covered call writing is often seen as an alternative income strategy, but it also can enable advisors to reduce risk in a concentrated portfolio while preventing clients from getting clobbered by taxes when selling.

As the bull market in stocks thunders on, clients may doubt the advantages of non-correlated alternative investments. Here's what advisors can do.

Structured products generally have some protection against loss plus a play on equities or fixed income.

With stocks soaring, some advisors are turning to alternatives as a way to trim downside risk while maintaining market participation.

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

These pass-through vehicles often yield around 5% or 6%, though they can present tax-reporting headaches and are far from risk free.

While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.

While actual hedge funds may be limited to the very wealthy, advisors are using their strategies to reduce risk in the portfolios of everyday clients.

Hedge fund alpha is going from bad to worse. Why the decline in performance?

For advisors, the choices among alternative beta portfolios are numerous. Which ones make the most sense for clients?

How does owning gold compare to owning precious metals equities?

Long-term gains on some gold investments can be surprisingly high, under the rules for collectibles.

Long-term gains on some gold investments can be surprisingly high, under the rules for collectibles.

Investors often make mistakes when buying and selling art. Most novices will first call an auction house, which may not be unbiased about its own program.