Alternative investments are one of the fastest growing asset classes, especially in liquid form, but many clients (and advisors) have a hard time wrapping their hands around it. To that end, Pershing has added an Alternative Investment Center to...
Investors attend the annual Sohn Investment Conference to hear talks by noted hedge fund managers who can move markets with their pronouncements. This week’s event in New York made its share of waves when David Einhorn urged investors to...
The industry regulator slapped LPL Financial with a $950,000 fine on Monday, alleging the broker-dealer failed to adequately supervise sales of non-traded REITs and other alternative investment products...
Alternative investments have been available for many years, and have been particularly popular with institutional investors (such as pensions and endowments), which have sought them out in an attempt to manage risk, improve diversification and...
With the strong results of quant funds last year, some clients may be inclined to jump in. But for best results, pick management teams that have long records for delivering winning results.
The JOBS Act, signed into law in April of this year, includes a provision that allows hedge funds to be able to advertise and perform general solicitations, including posting private offering documentation. And while hedge funds are still...
Wednesday marked the five-year anniversary of Ponzi scheme king Bernard Madoff’s arrest. Unfortunately, most investors still haven't learned the lessons Madoff's ponzi scheme should have taught. Today's surging markets have...
In the wake of the Bernie Madoff scandal, investors have been shunning fledgling hedge funds, betting instead on large funds with long track records. But small funds have key advantages.
