Alternative Investments: Potential Trends and Outlook for 2017

Alternative Investments: Growth and Diversification As the first quarter nears its end the latest research, outlined below, suggests that there are mounting trends in alternative investments that may influence how financial advisors leverage the asset class through the remainder of … Read more

Private Real Estate Investing: Some Facts for Financial Advisors

Private Real Estate Investing: Some Facts for Financial Advisors In CAIS’s view, financial advisors that wish to introduce real estate opportunities to the portfolios of their ultra-high-net-worth clients should be aware of more important considerations than the old adage “Location! … Read more

Hedge Fund Reflection

Over the past few decades, hedge funds have transitioned from being obscure investment vehicles to an increasingly well-known investment vehicle as demonstrated by growth in assets under management. Global assets under management within the alternative investment industry totaled $7.4 trillion … Read more

Technology Platform Disruption and the Independent Advisor

By: Frederick B. Kauber, Managing Director & CTO | Head of Marketing & Technology The tsunami that is technology-driven innovation and disruption has washed across our personas as consumers and professionals and is becoming a familiar and indispensable presence in our lives. … Read more

Looking Under the Hood of Structured Products

Not too long ago in a not too distant land, financial advisors and asset managers formulated their portfolios with a limited range of high-quality debt and equity instruments at their disposal. Along came financial innovation and opened up a new … Read more

Breaking Down Alternative Investments

An alternative investment is an asset that is not of conventional investment types, such as stocks, bonds or cash. Most alternative investment assets are held by institutional investors or accredited, high-net-worth individuals because of the complex natures and regulations of … Read more