Are Alternative Investments Gaining Traction with IB/Ds and RIAs?

Powell, Robert
April 2007
Journal of Financial Planning;Apr2007 Supplement, Vol. 20, p4
Academic Journal
The article discusses the use of alternative investments by independent broker/dealers as a low-risk investment. Researchers have found that firms are adding investments like hedge funds, private equity, structured products, and real estate to the list of products that advisors can offer to investors. While these investments are frequently becoming more acceptable, broker/dealers are still limiting investment choices to avoid taking too great of a risk on products that may be slowing down or even crashing.


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