What Should I Do With This Money? 

By Kevin McKinley

When a client brings in new assets to invest, you probably start by weighing the virtues of bonds versus stocks, mutual funds versus ETFs and global markets...

Investors see a revival of growth funds in 2007 

Stan Luxenberg

For years, investors have been waiting for a revival of growth funds. The moment may have arrived. During the first seven months of 2007, large-cap growth...

120/20 Shorting To Go Extra Long 

By Brad Zigler

Over the past five years, institutional investors have taken quite a shine to a type of fund that nobody quite knows what to call. At last count, pensions...

Meet The New Panic, Just Like the Old Panic 

By David A. Geracioti

About the current credit market turmoil, Former Federal Reserve Chairman Alan Greenspan said in early September, The behavior in what we are observing...

Hedge Fund Hots 

Halah Touryalai

Despite mounting sub-prime mortgage woes, hedge funds are doing better than ever. In fact, the second quarter of 2007 saw hedge funds accumulate net new...

ETF Confusion 

By Stephen P. Brown

As the popularity of exchange-traded funds (ETFs) grows, financial advisors are increasingly pressed to separate the wheat from the chaff, the meat from...

Protect Your Clients' Homes 

By Brad Zigler

For most Americans, the most important asset class is not the stock portfolio, it's the house. No wonder some homeowners are getting a bit nervous. The...

The Ten to Watch '07 

By David A. Geracioti

Creating lists such as this can be a notoriously capricious business. For starters, why only 10 people? Good question. But it forces a silly answer: The...

The Death of a Brokerage 

By John Churchill

Stanley Brooks was living the dream. With a $16,000 investment in 1990, Brooks built Brookstreet Securities of Irvine, Calif., into a $150 million revenue...

Keep On Trackin' 

By Stan Luxenberg

Exchange-traded notes (ETNs) are hot. That's right, ETNs that's no typo. Do not confuse ETNs with their cousins, exchange-traded funds (ETFs), which because...

Illiquidity Is Beautiful For Some 

By Brad Zigler

Remember when Chevy Chase used to wrap up the Weekend Update faux-news segment of Saturday Night Live with the line, I'm Chevy Chase and you're not? David...

Actively Managed ETFs: The Next Generation? 

By Stephen P. Brown

There are a few stumbling blocks, but a U.S. launch could be just around the corner. ...

BROKER PROTOCOL FOR ALL? 

John Churchill

The broker protocol just got a lot more inclusive. The exclusive pact between several wirehouse and broker/dealer firms stipulates that the firms will...

A Sign of the Top for Private Equity? 

By Kevin Burke

If the Blackstone Group ever goes public, it sure would be cool to get an allocation of the IPO. Imagine your clients at cocktail parties, bragging about how they are “in” enough to have gotten a piece of that deal. (Sure might help you recruit new clients.) But, one wonders, if Blackstone co-founder Stephen Schwarzman is selling, do you want to be buying? Put another way, the news that buyout behemoth Blackstone Group is mulling an IPO may be “a sign” that this rather secretive market segment may be peaking....

A Market Sell Off? What Market Sell Off? 

By Stan Luxenberg

When the market dives, that’s when hedge funds—well, those true to their name—are supposed to earn their money. That’s because many hedge funds are designed to avoid big losses and make money nearly every year using low-correlating absolute-return strategies. Lately mutual funds have appeared that are designed to act like hedge funds, selling short or using other techniques to produce steady results in many market climates....