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Outliving Your Income Is Optional Outliving Your Income Is Optional

As clients near retirement after a nine-year bull run, looking to rebalance an equity-heavy portfolio could be stymied by potential tax hits and less-than-ideal opportunities in fixed income. That’s one reason more advisors are looking at options strategies.

Apr 20, 2018

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1 Min Read

Alternative Investments

#MeToo Movement Gives Momentum to Gender Lens Investing #MeToo Movement Gives Momentum to Gender Lens Investing

byDiana Britton

Apr 20, 2018

1 Min Read

house-and-money

Alternative Investments

Hedge Fund Puts $150 Million to Invest in Homes on Startup Point Hedge Fund Puts $150 Million to Invest in Homes on Startup Point

Apr 19, 2018

1 Min Read

Industry News & Trends

HighTower to Acquire $4.5 Billion Salient HighTower to Acquire $4.5 Billion Salient

byWealthManagement.com Staff

Apr 18, 2018

1 Min Read

watering money tree

Family Offices: Beware of These Startup Investing Pitfalls Family Offices: Beware of These Startup Investing Pitfalls

Apr 17, 2018

1 Min Read

Alternative Investments

This Is What Clients Want from Hedge Funds This Is What Clients Want from Hedge Funds

Apr 17, 2018

1 Min Read

Best Worst Performing Finds 2015

Alternative Investments

Trend-Following Index Managers Have So Far Failed to Replicate Managed Futures’ Performance

Trend-Following Index Managers Have So Far Failed to Replicate Managed Futures’ Performance

byAndrew Beer, Managing Partner

Barclays NYSE

Alternative Investments

Barclays to Shut $1.2 Billion of ETNs, But Do Investors Know?

Barclays to Shut $1.2 Billion of ETNs, But Do Investors Know?

Randy and Paul Watts

Alternative Investments

Chicago Firm Introduces Research Service for Unit Investment Trusts

Chicago Firm Introduces Research Service for Unit Investment Trusts

byMichael Thrasher, Staff Writer

Morgan Stanley Fires Broker over Memoir Details

Morgan Stanley Fires Broker over Memoir Details

byWealthManagement.com Staff

Jeffrey Gundlach

Alternative Investments

DoubleLine's Gundlach Says Bitcoin Leads Stock Market Movements

DoubleLine's Gundlach Says Bitcoin Leads Stock Market Movements

crypto currencies

Alternative Investments

Editor’s Letter: April 2018

Editor’s Letter: April 2018

green globe dollar

Meeting the Challenge of Impact Measurement

Meeting the Challenge of Impact Measurement

Trump stocks volatility

Alternative Investments

The Market Is Already Picking Trade War Winners - and Losers

The Market Is Already Picking Trade War Winners - and Losers

raymond-james

Head of RIA Business Leaves Raymond James

Head of RIA Business Leaves Raymond James

byWealthManagement.com Staff

robo-advisor

Financial Planning

Assets on Wealth Management Platforms to Nearly Double by 2022

Assets on Wealth Management Platforms to Nearly Double by 2022

byWealthManagement.com Staff

crypto currencies

YCharts Adds Pricing Data for 25 Cryptocurrencies

YCharts Adds Pricing Data for 25 Cryptocurrencies

byMichael Thrasher, Staff Writer

market's measure

Look REAL Close at Interest Rates

Look REAL Close at Interest Rates

Brad Johnson Daniel Crosby

Client Relations

Daniel Crosby on Behavioral Finance and the Psychology of Bitcoin

Daniel Crosby on Behavioral Finance and the Psychology of Bitcoin

byBrad Johnson, Vice President of Advisor Development

Wells Fargo

Industry News & Trends

Wells Fargo: Expect Lower Returns in the Future

Wells Fargo: Expect Lower Returns in the Future

byWealthManagement.com Staff

taxman

Alternative Investments

New Taxes Put Hedge Funds on the Ropes

New Taxes Put Hedge Funds on the Ropes

houses money

Direct Real Estate Investments in DC Plans

Direct Real Estate Investments in DC Plans

wealthfront office

Wealthfront’s New Risk Parity Strategy to Mimic Bridgewater’s

Wealthfront’s New Risk Parity Strategy to Mimic Bridgewater’s

byWealthManagement.com Staff

Dennis Gartman

Risky Crypto Bet Blows Up Dennis Gartman's Retirement Account

Risky Crypto Bet Blows Up Dennis Gartman's Retirement Account

hedge fund

Alternative Investments

Trick to Selling Hedge Funds Is Calling Them Anything Else

Trick to Selling Hedge Funds Is Calling Them Anything Else

bitcoin

Estate Planning

Bitcoin Industry Grapples With Age-Old Problem of Inheritance

Bitcoin Industry Grapples With Age-Old Problem of Inheritance

crowdfunding

Helping Clients Who Are Drawn to Equity Crowdfunding

Helping Clients Who Are Drawn to Equity Crowdfunding

stock market drop

The Stock Market Is a Lot Like Bitcoin Now

The Stock Market Is a Lot Like Bitcoin Now

elder abuse

Regulation & Compliance

New FINRA Rules Aimed at Senior Protection Take Effect

New FINRA Rules Aimed at Senior Protection Take Effect

byWealthManagement.com Staff

Super Bowl 52

Putnam's Road to the Super Bowl

Putnam's Road to the Super Bowl

byWealthManagement.com Staff

Ric Edelman, executive chairman of Edelman Financial Services, and TD Ameritrade President and CEO Tim Hockey.

How Advisors Are Fielding Client Questions on Cryptocurrency

How Advisors Are Fielding Client Questions on Cryptocurrency

byMichael Thrasher, Staff Writer

Yasmin Dahya

J.P. Morgan Launches Long/Short ETF

J.P. Morgan Launches Long/Short ETF

byWealthManagement.com Staff

Goldman Sachs

Goldman Sachs Issues Cryptocurrency Warning

Goldman Sachs Issues Cryptocurrency Warning

byWealthManagement.com Staff

Yasmin Dahya Inside ETFs 2017

Will Liquid Alt ETFs Ever Take Off?

Will Liquid Alt ETFs Ever Take Off?

SEC building

Alternative Investments

SEC Says Bitcoin Funds Raise 'Investor Protection Issues'

SEC Says Bitcoin Funds Raise 'Investor Protection Issues'