1. High Risk Alternative Investments May Offer Entertainment As Well As Returns
(Matching tags: risk,client education,high net worth,alternative investments)

  Racing season was kicked off this past weekend with the Kentucky Derby. If you’re looking for different types of alternative investments for well-heeled investors, race horse investing can ...

2. Even Innocent Retirement Plan Mistakes Can Cost Investors Dearly
(Matching tags: Taxes,risk,retirement plans)

One of the main points of having a retirement account is to grow money either on a tax-deferred or tax-free basis. So making tax mistakes when either contributing or withdrawing funds can undo a great ...

3. The First Pension Plan Bankruptcy Has Recently Been Filed
(Matching tags: retirement plans,risk,retirement income)

Bankruptcy has infiltrated the pension plan world for the first time. The North Mariana Islands is a commonwealth of three islands in the Pacific. The commonwealth’s pension plan, the North Mariana ...

4. Forget Everything You've Learned About MPT; New Academic Study Shows There Is A Free Lunch In Stock Investing
(Matching tags: global investing,investment strategies,index funds,value investing,risk,Wealth Management,investing,asset management,portfolio construction,financial planning)

Economist Robert Haugen, after researching risk and return at every stock market in the world from 1990 to 2011, is saying that the average return of the least volatile stocks outperformed the most volatile ...

5. Are Your Clients Taking On Too Much High Yield Risk? Treasury STRIPS May Offer A Safety Net
(Matching tags: investing for income,risk,Treasury bonds,emerging markets)

  Your clients are retiring and they need income. The Treasury market just doesn’t do it for them. So they’re taking on more risk to get higher yields. They may take on more risk than ...

6. Should Investors Prepare For Conflict With Iran?
(Matching tags: active management,investing,risk)

The possibility of conflict with Iran is growing daily. What should investors do if a war breaks out? Multiple outcomes are possible, some of which do not include an out and out war. But the Iran situation ...

7. Target Date Fund Safe Harbors Attract a Minefield of Imminent Litigation
(Matching tags: 401(k),advisor technology,asset allocation,client satisfaction,fiduciaries,financial advisor,goals,integrity,investment fiduciaries,retirement,risk,suitability,target date funds,value proposition)

Fiduciaries selecting target date funds (TDFs) generally believe that they are protected from litigation by two safe harbors: QDIA status, & safety in numbers.. But there’s more to selecting ...

8. Asset Protection Still A Priority For Wealthy Families
(Matching tags: risk)

...  The survey is sponsored by high-net-worth insurance firm ACE Private Risk Services, and as such they obviously have an interest in playing on fear to drum up business.   However, advisors do ...

9. 7 Promising Funds From The Middle Of The Risk Curve
(Matching tags: mutual funds,risk,investor behavior)

Some investors are taking on more risk as they search for yield, moving funds into high-yield corporate bonds and emerging-market debt.  ...

10. Shift Toward Riskier Investments Leaves Defensive Stocks In the Loser Column
(Matching tags: stocks,utilities,U.S. economy,risk)

Utilities, phone companies and consumer staples companies posted the only monthly losses among Standard & Poor’s 500 Index categories in January.

11. Moving Beyond Risk Tolerance To Focus On Risk Capacity In The Early Stages Of Building A Portfolio
(Matching tags: risk,portfolio construction,Treasury bonds)

The 2008 fiscal crisis made it painfully clear that portfolios based on traditional risk tolerance measures can leave investors vulnerable to damaging losses.  ...

12. Investors Who Seek Refuge In Traditionally Safe Harbors May Pay A Heavy Price
(Matching tags: bonds,Treasury bonds,risk,gold)

Spooked by market volatility, many investors want to put their money into supposedly safer investments such as gold and U.S. Treasury bonds.

13. Adding Exotic Risk Management Strategies To Target Date Funds Is Yielding Mixed Results
(Matching tags: target date funds,risk,derivatives)

Funds that have added leverage, derivatives or options over the last three years are getting mixed reviews from advisors.

14. Risk Management Has Become The No. 1 RIA Concern As Clients Worry About Market Volatility
(Matching tags: risk,RIAs,portfolio construction,active management)

Investment clients have become more risk averse in light of volatile world markets. Many RIAs have responded by blending active and passive management strategies to manage risk.  ...

15. Eight In 10 Advisors Use Alternatives But Only One In Three Clients Are Interested
(Matching tags: risk,alternative investments,diversification,emerging markets,commodities,investor behavior)

Alternative investments have gained widespread acceptance by financial advisors, most of whom use them to manage risk and diversify portfolios rather than seek higher returns.  ...

16. Angry, Fearful Investors May Be Missing Out On An Opportunity To Buy Low
(Matching tags: investor behavior,volatility,U.S. economy,risk)

Nearly 60% of investors in a poll said they are moderately or very angry about the market and the economy. Another 52% said they are fearful.

17. Tail Risk Hedging In Emerging-Market Equities: Going Beyond The Rules-Based Approach
(Matching tags: emerging markets,investing,alternative investments,risk)

Developing nations are driving global economic growth, but emerging-market investors are exposed to increased volatility.