How can I become an ‘alpha’ advisor?

Brian Burns, president of InvestEdge, offers tips to advisors keen to become the designer of a client’s full asset strategy  You need to be logged in … read more »



The long and the short of it

Managed futures are among the favored vehicles for investment in commodities – but what type of exposure is best suited to a high-net-worth investor’s … read more »

How to find great stocks in a market sell-off

On National Women’s Day, Sandy Chaikin, co-founder of Chaikin Analytics, discusses how affluent female investors can engage with, and gain control of, their own … read more »


Report analysis: Team-based advisors manage more HNW assets than solo practitioners

Team-based advisors generally attract and retain more affluent clients than their solo counterparts, a new report from PriceMetrix has revealed. You need to be … read more »

HNWIs seek out alts over commodities funds, says report

High-net-worth investors increasingly favored private equity, real estate, hedge funds and capital protection funds during the 2013-2015 period, a paper from CREATE-Research has revealed. … read more »