Traditional separate account programs can come with a variety of frustrations. Advisors must scan through a menu of dozens of managers, trying to pick a few that will complement each other and, together, achieve the client's goal. Even with...
The stock market may be sickly, but plenty of Ken Richard's clients face painful capital gains tax bills. A registered financial consultant at Kara Financial Services in St. Paul, Minn., Richard advises longtime employees of such Minnesota blue...
There is nothing like a bear market to spook clients. Disciplined, patient investors, who used to know the value of putting money in different sectors and asset classes, have grown overcautious. After witnessing so many high-flying stock funds...
Your qualified clients want to get the benefits of hedging strategies. But where do you start? Nobody reports on the 6,000 or so hedge funds the way Morningstar and Lipper report on mutual funds. So, many retail brokers turn to funds of funds to...
What investors often fail to consider is that outperformance may simply be a remnant of the past, possibly only the result of the economic environment that coincided with it.
