For advisors pondering whether the certified financial planner designation is worth the time and expense to obtain, a new report by Aite Group in Boston suggests the answer is yes...
A while ago -- admittedly a long time ago -- hedge fund customers had all the fun. Investors obtained their non-correlated giggles through diverse strategies such as trading around mergers, following futures markets trends, pitting long equity...
During this time of uncertainty for advisors, with many firms imploding and others consolidating, it has become even more important for advisors to carefully consider career moves. Here are some mistakes to avoid.
In the current risk-averse investment environment, liquid alternatives, or hedge fund strategies in mutual fund form, provide a distinct opportunity for investment return and dampening of overall portfolio volatility. David Kupperman, a Managing...
