There’s been an uptick in global demand for diversification and alpha generation, according to the 2012 Global Survey on Alternative Investing by Russell Investments.
The global financial services firm Wilshire Associates rolled out two offerings, one with exposure to liquid alternatives and a lower-cost product for smaller client accounts.
J.P. Morgan launched Asset Management Solutions, consolidating its multi-asset capabilities into a group overseeing about $100 billion in assets under management globally.
Only half the clients of advisers surveyed have realistic expectations about the amount of income their investments will provide in retirement, Russell Investments found.
Being eligible to participate in a 401(k) is critical in closing the retirement savings gap for Generation X, according to the Employee Benefit Research Institute (EBRI).
When choosing investment products for retirement, male Boomers care most about rate of return followed by the investment’s past performance, a survey found.
The tax firm KPMG LLP formed an alliance with Axiom Software Laboratories Inc. to address new regulatory requirements facing investment advisers, such as Form PF.