LPL Financial LLC added two portfolios from LPL Financial Research and two managed alternative investment portfolios from Fortigent to its Model Wealth Portfolios (MWP) platform.
A heightened interest in alternative investments among advisers and clients calls for education about those investments' role in portfolios, a source at Russell Investments told PLANADVISER.
Financial advisers are more likely to recommend emerging markets and dividend-producing equities, given the current low-yield environment, a survey found.
Morningstar Inc. released Morningstar Analyst Ratings and Global Fund Reports for approximately 40 alternative U.S. mutual funds, representing about 75% of the alternative fund universe by assets.
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.