Alternative Investments http://wealthmanagement.com/taxonomy/term/6609/more en Sustainable Investing: A Fiduciary Win-Win http://wealthmanagement.com/alternative-investments/sustainable-investing-fiduciary-win-win <div class="field-deck"> Advisors can help clients make sound sustainable investing decisions by incorporating environmental, social and corporate governance (ESG) screens into their investment due diligence and portfolio construction processes. </div> <div class="node-body article-body">Advisors can help clients make sound sustainable investing decisions by incorporating environmental, social and corporate governance (ESG) screens into their investment due diligence and portfolio construction processes.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/alternative-investments/sustainable-investing-fiduciary-win-win" target="_blank">read more</a></p> http://wealthmanagement.com/alternative-investments/sustainable-investing-fiduciary-win-win#comments Alternative Investments Investment Tue, 28 Apr 2015 15:53:00 +0000 852151 at http://wealthmanagement.com Look-Alike Hedge Funds' 2014 Returns Top Originals' Performance http://wealthmanagement.com/alternative-investments/look-alike-hedge-funds-2014-returns-top-originals-performance <div class="field-byline"> Svea Herbst-Bayliss </div> <div class="node-body article-body">Liquid alternative products, the look-alike hedge funds wooing customers with promises of getting their money back more easily and paying lower fees to have it managed, now have something else to brag about: superior returns.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/alternative-investments/look-alike-hedge-funds-2014-returns-top-originals-performance" target="_blank">read more</a></p> http://wealthmanagement.com/alternative-investments/look-alike-hedge-funds-2014-returns-top-originals-performance#comments Alternative Investments Mutual Funds Fri, 24 Apr 2015 16:06:00 +0000 846021 at http://wealthmanagement.com Copyright John Moore, Getty Images The 401(k) Millionaire: Myth or Reality? http://wealthmanagement.com/blog/401k-millionaire-myth-or-reality <div class="node-body blog-body">Earlier this year Fidelity got a lot of attention with its proposal that those making even less than $150,000 a year could still save over $1 million in their 401(k) accounts, if they started early, saved north of 10 percent of their income, got matching corporate funds, invested in stocks, and never cashed out.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/401k-millionaire-myth-or-reality" target="_blank">read more</a></p> http://wealthmanagement.com/blog/401k-millionaire-myth-or-reality#comments Industry Technology Alternative Investments Blogs Retirement Planning Wirehouse The Daily Brief Mon, 20 Apr 2015 09:00:00 +0000 838661 at http://wealthmanagement.com Technology Enables Inclusion of Alternative Assets in UMA http://wealthmanagement.com/alternative-investments/technology-enables-inclusion-alternative-assets-uma <div class="field-byline"> Tirdad Shojaie </div> <div class="field-deck"> While UMA portfolios have traditionally included mutual funds, stocks and bonds, managers are quickly appeasing the growing appetite for alternative strategies like hedge funds, variable annuities, futures, and options. </div> <div class="node-body article-body">When all is said and done, the continuous ascension of UMA is expected in the years ahead, and leveraging alternative assets in UMA portfolios will help drive this outcome.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/alternative-investments/technology-enables-inclusion-alternative-assets-uma" target="_blank">read more</a></p> http://wealthmanagement.com/alternative-investments/technology-enables-inclusion-alternative-assets-uma#comments Technology Alternative Investments Mon, 13 Apr 2015 17:36:00 +0000 834511 at http://wealthmanagement.com crstrbrt/iStock/Thinkstock ARCP Expectations http://wealthmanagement.com/blog/arcp-expectations <div class="node-body blog-body">In his second day as CEO of American Realty Capital Properties, Glenn Rufrano met with stock analysts to set a timeline to guide the company past last year’s accounting troubles.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/arcp-expectations" target="_blank">read more</a></p> http://wealthmanagement.com/blog/arcp-expectations#comments Industry Alternative Investments Blogs Insurance The Daily Brief Thu, 09 Apr 2015 09:00:00 +0000 832361 at http://wealthmanagement.com ALPS to Buy Private Equity Mutual Fund Shop http://wealthmanagement.com/alternative-investments/alps-buy-private-equity-mutual-fund-shop <div class="node-body article-body">Denver-based ALPS, which provides several outsourcing services to mutual fund firms, says it plans to acquire Red Rocks Capital, a private equity asset manager, for $65 million. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/alternative-investments/alps-buy-private-equity-mutual-fund-shop" target="_blank">read more</a></p> http://wealthmanagement.com/alternative-investments/alps-buy-private-equity-mutual-fund-shop#comments Industry Alternative Investments Wed, 08 Apr 2015 19:12:00 +0000 832551 at http://wealthmanagement.com <p>Photo credit: Thinkstock/<a href="http://www.thinkstockphotos.com/search/2/image?artist=desertsolitaire&amp;family=creative">desertsolitaire</a></p> <p>&nbsp;</p> For Profit Educational Stocks Will Continue To Decline, But They Come With Opportunities http://wealthmanagement.com/alternative-investments/profit-educational-stocks-will-continue-decline-they-come-opportunities <div class="field-byline"> Mix Star </div> <div class="node-body article-body">Background: Student loan debt, in the United States, has reached troubling heights accounting for the second highest form of consumer debt behind mortgages. With the federal debt at $16.7 trillion, student loan debts represent 6% of the overall national debt. The first victim of this precipitous rise has been for-profit educational institutions. On March 31, 2015 - Apollo Educational Group (APOL) announced the relocation of its San Francisco team to Phoenix, Seattle, Chicago and Dallas. An informed source has revealed that 75 staffers in the Apollo Marketing staff will lose their jobs.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Aggregated </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/alternative-investments/profit-educational-stocks-will-continue-decline-they-come-opportunities" target="_blank">read more</a></p> http://wealthmanagement.com/alternative-investments/profit-educational-stocks-will-continue-decline-they-come-opportunities#comments Alternative Investments Macro/Market Outlook Strategies Equities Mon, 06 Apr 2015 11:35:37 +0000 830811 at http://wealthmanagement.com Chung Sung-Jun/Getty Images News/Getty Images Morgan, Merrill Get More Responsive http://wealthmanagement.com/blog/morgan-merrill-get-more-responsive <div class="node-body blog-body">Morgan Stanley and Merrill Lynch Wealth Management revamped their public websites in February with a nod to mobile users.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/morgan-merrill-get-more-responsive" target="_blank">read more</a></p> http://wealthmanagement.com/blog/morgan-merrill-get-more-responsive#comments Technology Alternative Investments Blogs Wirehouse The Daily Brief Mon, 06 Apr 2015 09:00:00 +0000 830581 at http://wealthmanagement.com Convertibles Address Multiple Investor Needs http://wealthmanagement.com/viewpoints/convertibles-address-multiple-investor-needs <div class="field-byline"> John P. Calamos, Sr. </div> <div class="field-deck"> You can’t reap the potential benefits of convertibles simply by including them in a portfolio. Instead, you need to find the right blend of convertibles and manage them to achieve a particular objective. </div> <div class="node-body article-body">VIEWPOINTS: John P. Calamos, Sr., Chairman, CEO and Global Co-CIO, Calamos Investments; You can’t reap the potential benefits of convertibles simply by including them in a portfolio. Instead, you need to find the right blend of convertibles and manage them to achieve a particular objective.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/convertibles-address-multiple-investor-needs" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/convertibles-address-multiple-investor-needs#comments Alternative Investments Viewpoints Asset Management Investment Tue, 31 Mar 2015 20:03:00 +0000 827721 at http://wealthmanagement.com Russell102/iStock/Thinkstock MLPs in the Days of Cheap Oil http://wealthmanagement.com/strategies/mlps-days-cheap-oil <div class="node-body article-body">As oil prices plummeted, master limited partnerships were among the investments caught in the crossfire. Now are MLPs bargains—or value traps?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/strategies/mlps-days-cheap-oil" target="_blank">read more</a></p> http://wealthmanagement.com/strategies/mlps-days-cheap-oil#comments Alternative Investments Strategies Tue, 31 Mar 2015 13:01:00 +0000 822541 at http://wealthmanagement.com Kuzma/iStock/Thinkstock