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  1. Jesse Kaufman of The Seidman Kaufman Group at Richardson GMP Ltd. Wins ‘Best Advisor for Alternative Investment Expertise’ at The Canadian Wealth Professional Awards

    Jesse Kaufman of The Seidman Kaufman Group at Richardson GMP Ltd. Wins ‘Best Advisor for Alternative Investment Expertise’ at The Canadian Wealth Professional Awards

  2. UPDATE: This is how the NFL hopes to keep its players from ending up broke

    UPDATE: This is how the NFL hopes to keep its players from ending up broke

  3. UPDATE: This is how the NFL hopes to keep its players from ending up broke

    UPDATE: This is how the NFL hopes to keep its players from ending up broke

  4. UPDATE: This is how the NFL hopes to keep its players from ending up broke

    UPDATE: This is how the NFL hopes to keep its players from ending up broke

  5. UK’s Affirmative Investment Managers Selects Charles River’s SaaS-based Solution

    UK’s Affirmative Investment Managers Selects Charles River’s SaaS-based Solution

  6. Finra bars broker for selling risky alternative investments to elderly clients

    The Financial Industry Regulatory Authority Inc. barred a Phoenix-based broker for making 12 unsuitable recommendations regarding debt instruments known as debentures.

  7. A Better Way to Look at Allocation Funds

    We're moving from the three-category conservative-, moderate-, and aggressive-allocation system to an expanded five-category framework for allocation funds. 

  8. 3D Asset: A Layman’s Explanation of Momentum

    Unless specified otherwise, all performance and market data are sourced from Bloomberg. For all indices, performance reflects total returns which is change in price plus reinvested dividends and/or interest, if any. MSCI index total returns are shown net of dividend withholding taxes.

  9. How to prepare clients for changes to their BDC and nontraded REIT investments

    Advisers need to communicate that while upcoming account statements may look a bit different than before, the alternative investments in clients' portfolios remain fundamentally unaffected.

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