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Risk Management

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Alternatives Boost Schechter's Fast Growth

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Alternative investments provide clients with diversification needed for portfolio growth, the firm's leaders say.

Life Insurance As A Tax-Advantaged Retirement Savings Alternative

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Advisors say life insurance retirement plans are too often overlooked for wealthy clients.

Trump's Victory Bodes Both Well and Ill For Markets, Analysts Predict

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They see Trump's return to the White House as a mixed bag for equities, fixed income and sustainable investing.

Inflation Top Financial Worry For Most Investors, Survey Finds

by FA Staff

The U.S. presidential election was a close second in investors' list of concerns.

Retail Investors Won On Fees But Are Losing On Risk

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Gamified trading apps and niche ETFs have a cost that's harder to spot but is little different from the damage inflicted on portfolios by high fees.

Sports Investment Fund Added To iCapital Platform

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The Avenue Sports Opportunities Fund was started a year ago by a former owner of the NBA's Milwaukee Bucks.

A Hurricane May Devastate A Company Your Client Is Invested In: What To Do?

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These asset managers say climate risks will have to go into your clients' investment thinking.

Safeguarding Business Assets During Divorce

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Here are six strategies to help safeguard clients' business assets when marriages come apart.

Owning Individual Stocks: A Loser's Game

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Most stocks have reduced rather than increased shareholder wealth.

What's Holding Up UMH?

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A recent study indicates more than half of the marketplace is working on building UMH capabilities, with 37% making it a “significant priority."

SEI Launches New Investment Strategies

by FA Staff

The strategies are designed to increase options for advisors and investors, the firm said.

Advisors Expect Good Things From Market This Year, Despite Concerns, Survey Says

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Volatility is still front and center among client concerns, suggests an InspereX survey.

Sponsored Insights: Maximize Your Clients' Returns With Index Options: Protected Options Vs. Covered Calls

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For financial advisors seeking to enhance client portfolios, the introduction of protected options writing offers a robust tool for income generation and risk management.

Are Put Options Better For Portfolios Than Bonds?

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This Aptus Capital manager says advisors are too reliant on bonds for portfolio protection.

The Risk Score Isn't Everything

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There's a better way to construct portfolios than scoring risk tolerance.

The Perils Of Outsourcing Asset Allocation To A Risk Score

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Investors are not receiving truly personalized portfolios, leading to sub-optimal outcomes.

Advisors Urged To Look At 18-Month Investment Horizon

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The Macro Institute advocates for a long-term investment outlook that focuses on worldwide trends.

Client Portfolios Are About Needs And Taxes, CIOs Say

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Adjusting client portfolios to the current environment has to go beyond the cookie-cutter approach, they said.

Firm Looks To Bring Structured Notes To Retail Investors

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The products provide a measure of safety and can be had for investments as low as $1,000, Halo Investing says.

Advisors Need To Be Careful When Using Fintech Vendors, Exec Says

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Outsourcing technology solutions requires a high level of due diligence, says Ncontracts CEO Michael Berman.

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