Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Avoiding the Worst of Both Worlds
By Marlene Y. SatterA central issue for many older clients is preserving IRA assets from estate taxes. Michael T. Koenig, managing partner at FirsTrust in Daytona Beach, Florida,...
January 13, 2003
Regulators Explain Hedge Fund Anti-Money LaunderinWASHINGTON--Hedge funds are attractive vehicles to money launderers, according to a report released to Congress by the U.S. Treasury Department, Securities and Exchange Commission and...
January 01, 2003
What's A Gift?To understand virtually all planning techniques, the planner needs to understand the four basic parts of almost every asset that can be appropriately divided in...
January 01, 2003
Stop, ThiefIdentity theft, byproduct of an information age rife with accessibility, is the nation's fastest growing white-collar crime, according to the Federal Bureau of Investigation. How...
January 01, 2003
A World of TaxesThe U.S. tax system is extremely complex, and to an investor it can be very dangerous--much like traversing a minefield without the proper maps to...
December 19, 2002
Bankruptcy Court Limits Big Conseco Stock TransfersNU Online News Service, Dec. 19, 6:37 p.m. -- Conseco Inc., Carmel, Ind., says the U.S. Bankruptcy Court in Chicago has set guidelines for ...
December 16, 2002
SEC Asks Quadriga to Stop Calling its Offering a HTORONTO (HedgeWorld.com)--Tremont Investment Management Inc.* announced that it is expanding its research NEW YORK (HedgeWorld.com)--Quadriga Investment Group informed journalists that the Securities and Exchange Commission...
December 16, 2002
Orion Creates New Fund of FundsNEW YORK (HedgeWorld.com)--Orion Capital Management LLC announced the creation of a new fund of funds, which will pursue a macroeconomic investment strategy for both institutional...