Alternative Investments

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  How to Handle Collectibles as Client Assets

  By Ed McCarthy, CFP  |  June 15, 2013

  Estate planning pitfalls to avoid when dealing with coins, stamps and other items, from Jim Halperin of Heritage Auctions.

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  Market Holds Rally, Investors Don’t Show Up

  By Gil Weinreich, AdvisorOne  |  June 12, 2013

  “You don’t get too many chances to get over 100% gain without inflation after only four years,” said one analyst at the Morningstar Investment Conference, where panelists lamented investors' lack of discipline since the financial crisis.

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  Low Yields, Weak Returns Worry Institutional Investors

  By Danielle Andrus, AdvisorOne  |  June 10, 2013

  Global institutional investors are more confident they can handle risk, but low yields and volatility still worry them, according to a report released Monday by Natixis.

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  Asset Class Correlation Hits New High

  By John Sullivan, AdvisorOne  |  June 7, 2013

  A new study shows that there has been an “accentuated” correlation among traditional asset classes over the past five years.

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  Curian Survey: Advisors Surprise on Interest Rates, Social Media

  By John Sullivan, AdvisorOne  |  June 5, 2013

  A survey of 2,000 advisors found that advisors are optimistic about the economy compared with previous years.

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  A Startling Illustration of Globalization’s Investment Impact

  By John Sullivan, AdvisorOne  |  June 5, 2013

  A recent panel of top managers reveals interesting facts about where we’ve been, and where we’re headed. One point: the rapid growth of emerging markets' investment grade opportunities.

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  Top Portfolio Products: New London Derivatives Market Opens

  By Marlene Y. Satter, AdvisorOne  |  May 31, 2013

  In the last week, NASDAQ OMX and LCH.Clearnet opened a new London derivatives market, and Grandeur Peak and Salient introduced new funds.

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  How to Invest Like Yale’s David Swensen

  By John Sullivan, AdvisorOne  |  May 30, 2013

  “Everyone wants to be like Yale,” Gemmer Asset Management’s Charles Blankley began during his session at FPA 2013 NorCal Conference in San Francisco on Tuesday.

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  You May Not Know Where Gold Is Going, but You Can Aggregate Its Value for Clients

  By James Carney, ByAllAccounts  |  May 29, 2013

  Despite gold’s precipitous price decline lately, data aggregation tools can give you its value in your clients’ portfolios.

• It’s a Stock Picker’s Market Now

  By Jon Sundt  |  May 28, 2013

  After five years of disappointing returns, long-short equity hedge funds are rallying.