Given its size and growth, the registered investment advisor channel is a critical market for asset management firms who want to grow, according to a report released Monday by Boston Consulting Group. But the fragmentation of the RIA market also...
Financial advisors like to peddle performance, and Talon Asset Management in Chicago is no exception. Senior Principal Terry Diamond says the practice, with about $1.1 billion in assets under management, has seen only three losing years over the...
Long-term care (LTC) insurance can be an attractive investment alternative for high-net-worth individuals for two reasons: (1) It has a multi-million dollar upside if extended health care is needed, and (2) there's little or no cost if care...
There's a lot of money being thrown into the alternative investment space nowadays. You see the trend reflected in the market capitalizations of exchange-traded products designed to offer returns uncorrelated or negatively correlated to the equity...
Despite a stock market that has roared above its March 2009 lows, here is how worried investors are: The traditional investments of U.S. dollars and Treasuries are viewed with skepticism. Where to hide? Kevin Kearns, the manager of Loomis Sayles'...
Is Greenwich, Conn., where a high concentration of New York-based hedge fund managers live in sprawling mansions with elaborately manicured grounds, the secret to the U.S. hedge fund industry's financial success? China seems to think so.