Commodities are big news nowadays. Not that that’s anything new. After all, the market breakdown of 2008 was preceded by huge run-ups in oil, precious metals and foodstuff futures. Speculation—fostered by a proliferation of exchange...
As assets continue to flow to alternatives in the wake of the financial crisis of 2008 and 2009, many advisors are launching their own alternatives strategies to meet that demand. Advisors say this allows them to offer clients alternatives with...
After their bang-up performance in 2008, everyone is talking about managed futures. They can make great diversifiers in some portfolios, but be sure to do your homework. They're opaque, often highly leveraged, and can be expensive.
Securities America met with plaintiff’s attorneys on Thursday to negotiate a resolution to investor claims against the company related to its sale of allegedly fraudulent private placements. The outcome of the mediation was unknown at press...
A U.S. District Court judge denied Securities America’s request Friday to bundle several arbitration claims and class action lawsuits into one $21 million settlement agreement related to allegedly fraudulent private placements sold by the...
Well, we've learned one thing recently: having all one's assets tied to the vagaries of the stock market — or the bond market, for that matter — is a dangerous business.
Claims that fundamental indexes would outperform have so far been true. But is there enough data to build client portfolios around fundamental indexes?
Liquidity may be more of a return predictor than you think, according to Roger Ibbotson, chairman and chief investment officer of Zebra Capital Management. During a presentation at IMCA’s New York Consultants Conference this week, Ibbotson...