Alternative Investments

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  Jon Sundt: The 2013 IA 25 Extended Profile

  By John Sullivan, AdvisorOne  |  May 8, 2013

  Jon Sundt doesn’t have time for pleasantries. He’s in liquid alternatives, after all.

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  15 Best Finance Tweets of the Month: April

  By Katie Rass  |  May 6, 2013

  While gold plunged in April and Bitcoin took a wild ride, Sallie Krawcheck threw a punch in the battle of the sexes and Bill Gross opined on the pomp and pageantry of stock trading.

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  SEC: Oil and Gas Private Securities Fraud on the Rise

  By Melanie Waddell, AdvisorOne  |  May 6, 2013

  The SEC is warning investors that working with an advisor doesn’t guarantee they won’t be scammed in private oil and gas offerings.

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  Small Alternatives Firm CEO Casts Large Shadow

  By Gil Weinreich, AdvisorOne  |  May 3, 2013

  Altegris is not a huge company, managing around $3.3 billion in client assets. But the Genworth-owned firm casts a large shadow for at least a few reasons.

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  2013 SMA Managers of the Year: Wedgewood Partners’ David Rolfe, U.S. Equity Large-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with David Rolfe of St. Louis-based Wedgewood Partners about their award in the U.S. Equity Large-Cap Growth category.

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  One Major Reason to Include Real Assets in a Portfolio

  By John Sullivan, AdvisorOne  |  May 2, 2013

  A 2% annual inflation rate means that a dollar today will have purchasing power of $0.55 30 years from now.

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  2013 SMA Managers of the Year: Thomas White International ADR’s Tom White, International Equity—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Thomas White of Thomas White International ADR about their award in the International or Global Equity category.

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  2013 SMA Managers of the Year: Earnest Partners’ Paul Viera, U.S. Equity Mid-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Paul Viera of Earnest Partners about their award in the U.S. Equity Mid-Cap Core category.

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  2013 SMA Managers of the Year: GW&K’s Dan Miller, U.S. Equity SMID-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Dan Miller of Boston’s GW&K Investment Management about their award in the U.S. Equity SMID-Cap category.

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  2013 SMA Managers of the Year: GW&K’s Mary Kane, Fixed Income—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Mary Fitzgerald Kane of Boston’s GW&K Investment Management about their award in the Fixed Income category.