Investments

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.

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

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.

Our 7 honorees have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Meet this year's winners.

The move could offer a simple way to cut risk and boost returns, but many advisors don't see it that way. Here's why they should.

In low-yield times, lines of credit offer tempting interest rates, tax benefits and a backup plan for emergencies.

Sometimes working with low-net-worth clients can provide unexpected benefits.

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