Expert Views

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PWinsider

Visium Asset Management is planning to launch a rarity in the hedge fund industry-a fund that focuses on generating alpha through tax efficiency.

PWinsider

Fidelity Family Office Services offers new tech tools ... Millionaire confidence bounces back ... SMAs show potential in hedge fund industry ...

PWinsider

U.S. ranks high in terms of economic freedom ... China poised to become innovation leader ... hedge funds hold up well in August ...

PWinsider

CEO compensation drops 4.2% ... The "Wall Street" sequel as an educational tool ... Bridging U.S. and Canadian assets ...

PWinsider

Number of U.S. penta-millionaires rises 16% in 2010 ... U.S. population living in poverty at 51-year high ...

PWinsider

Investors face "seismic shift" in investing and planning landscape ... Cantor Fitzgerald & Co. forms Private Capital Group ...

PWinsider

Millionaire investor confidence plummets.

Managed Futures As A Portfolio Diversification Tool

by Robert J. Lindner

Now that there's another year on the calendar since the market meltdown of 2008, many advisors of high-net-worth individuals are seeking to add diversification arrows to their investment quivers,...

The Sea Change In Generational Wealth

Over the past decade, two of the major historical constants on long-term planning-the temporal limitations of the trust form as dictated by the Rule Against Perpetuities, and the inability of a...

Retirement: It's Back To Basics For Many

by Bruce W. Fraser

Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.

A Thin Line Between Moxie And Malfeasance

by Stephen Sutro

While the Galleon probe might seem fantastically remote, another insider trading case sends a very sobering message to those who routinely seek out market information to gain an extra edge.

Liking Cash-Flush Companies

This Schwab fund manager is sticking to stocks in companies that are sitting on big cash reserves, do business in many places and have a track record of announcing pleasant surprises...

A Model Portfolio

A prominent advisory firm shares its model diversified portfolio, suitable for a client in retirement.

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