Articles tagged "Sungarden"
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Fidelity dumps two liquid alts managers after they fail to deliver the vaunted 'hedge effect' in stormy markets
The Boston giant gave Arden, then Blackstone, the bum's rush after their halo effect was tarnished by high expenses, low returns
April 8, 2016 at 6:12 PM
Feeling its oats in post-Genworth life, Altegris does a deal with KKR anchored by a big Merrill Lynch brokerage commitment
Using a deli-slicer approach, the San Diego liquid alts firm will make KKR billions available in $25,000 portions
May 13, 2015 at 5:55 PM
How Jeff Maurer is now ploughing into Florida using his old Evercore tricks but with new GenSpring wrinkles
The U.S. Trust-alumni RIA shows no sign of let-up at $5 billion of AUM
April 29, 2014 at 6:28 AM
Top 10 alternatives to alternative investments for RIAs: 2013 edition
Our alts maven gives his thumbs-up and thumbs-down on products and strategies and offers ways to cultivate a taste for off-the-menu offerings in clients
July 15, 2013 at 4:15 PM
5 entrenched ruts in which advisors are idling -- and how to shift gears to peel out of them
If you're trying to be an asset-gathering ninja and an investment management guru simultaneously, meet Jack
March 26, 2013 at 3:12 AM
5 ways for incumbent advisors to get -- and keep -- their clients' vote of confidence
Obama and Romney are asking for four years to deliver results -- ask your clients for three
October 22, 2012 at 2:59 AM
5 counterintuitive reasons why the investment vehicle of the the decade is ... stocks
These days there are more varieties and combinations of investments than selections on a Starbucks menu -- but that's not necessarily a good thing
August 2, 2012 at 4:14 AM
How 5 seriously overworked buzzwords can come between you and your client
They're on the lips everyone in the industry, but we've lost sight of what they really mean; here's a refresher course
July 10, 2012 at 6:10 AM
12 for 2012: A dozen issues you and your clients should really be focusing on this year
A veteran investment strategist sifts through mountains of information overload to find the way forward -- and takes stock of his 2011 prognostications
