Investments

The vast majority of Americans ages 25+ with more than $200,000 in investable assets surveyed in the Allianz Life 2013 Investor Market Perceptions Study said they are seeking some form of protection from losses as they accumulate assets for retirement.

Bloomberg -- The Treasury Department said money managers could pose threats to the U.S. financial system when reaching for higher returns, herding into popular asset classes or amplifying price movements with leverage.

Innovation is a constant in any industry, but sometimes in the fund business its mark is not always obvious.

Investment advisor James Christy, of Northwest Financial Federal Credit Union, has Washington connections, but he's not seeking business on the Hill. He's got plenty of referrals to build a book in the suburbs.

Webster Bank is a decidedly local bank but when it comes to its investment and wealth management services, its thinking is distinctly global.

How do you convince mass-affluent clients to think more globally with their investments?

The time to lean more heavily toward domestic options has passed. Instead, experts are looking across our borders for tomorrow's opportunities.

Breathe new life into a stalled bank investment program with a few strategic fixes. One spoiler: More advisors aren't always better — look for quality instead.

As their advisor, you need to know if they need a safety net or if they can walk a tightrope when things look bleak.

Most emerging and frontier markets are in dire need of building new and beefing up existing infrastructure of every kind.

Expected interest hasn't materialized for Merrill Lynch's offerings in the non-traded REITs asset class.

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

IRS private letter ruling gives heirs choices about annuities.

Use of exchange-traded funds surges as low expense ratios lure the mega-rich.

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.