Jeff Schlegel

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Improving Asset Allocation With Alternatives

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Conference panelists discuss the practical issues involved with implementing alternative investments into client portfolios.

Making Sense Of Alternative Investments In The ’40 Act Space

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One of the keys is understanding the difference between alternative assets and alternative strategies.

Impact Investing Gains Momentum, But Questions Remain

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Even as impact investing percolates into the mainstream and some people predict big things for the sector, many questions remain about this emerging asset class.

Advisors Not Up To Speed On ETF Liquidity And Trading Issues

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A Cerulli report finds that advisors are least knowledgeable about how ETF liquidity and trading works.

ETF Outflows Soared In June

by FA Staff

The ETF industry has been on a roll in recent years. Last month, it stopped rolling.

Finding Their Own Way

by Jeff Schlegel

2012 was good for RIAs, which followed different routes to grow.

Inflation Fears? Think I Bonds

by Jeff Schlegel

I Bonds offer protection against both deflation and inflation, but they have some quirks that don’t always lend themselves to client portfolios.

Medicare, Obamacare And Retirement Age

by Jeff Schlegel

Sixty-five is commonly seen as the target retirement age in the U.S., but that could change due to several things in the works.

Alternative Investments Still Popular, But Advisors Say Fees Are A Concern

by FA Staff

A new survey finds continued interest in alternative investments, but high fees have become a top reason not to invest in them.

Horizons, ETC Launch Covered Call ETF

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The fund, which began trading today, aims to generate yield by writing covered calls on individual stocks within the S&P 500 index.

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