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By Ed McCarthy, CFP |
December 20, 2012
While clients’ financial goals and risk tolerance tend to drive their portfolio allocation, there is a significant role for total-return investing among most investors, including those focused primarily on income or growth, experts say.
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By Janet Levaux, AdvisorOne |
September 29, 2011
New research has found that 78 percent of all advisors are using alternative investments within client portfolios, according to Cogent Research, mainly for diversification and with some variation related to channel differences and other factors.
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By Janet Levaux, AdvisorOne |
August 25, 2011
The broker-dealer is encouraging advisors to spend more time talking with clients about hedge funds and other alternative investments.