Jerilyn Klein Bier

Women See Alt Investments As Game Changer, Study Says

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More wealthy women than wealthy men are turning to non-traditional investments, according to a new survey.

Plotting A Course

by Jerilyn Klein Bier

Financial advisors are adjusting bond allocations in client portfolios to decrease interest-rate sensitivity and capture higher yields.

Tiny Wonders

by Jerilyn Klein Bier

Nanotechnology may offer big rewards for patient, open-minded investors.

Impact Investments With A Local Connection

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Investors seeks ways to make an impact in their own communities.

Investments Of Note

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Investors build both communities and modest returns through Calvert Foundation notes.

Morgan Stanley’s Impact Investing Platform Takes Shape

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The first rollout of its kind by a major financial institution is gaining both retail and institutional investors.

Advisors, Alternatives And The Regulatory Landscape

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The SEC isn’t giving much guidance on how to comply with alternative investment regulations, so advisors need to know how to avoid stepping on potential land mines.