Advisers Embrace Alternative Investments

Schulaka, Carly
September 2011
Journal of Financial Planning;Sep2011, Vol. 24 Issue 9, p30
Academic Journal
The article offers information on how financial advisors and their clients find alternative investments such as managed futures, hedge funds, and real estate. It references various studies on alternative investments including one from the Financial Planner Association (FTA) which found that majority of financial advisers have recommended alternative investments. It notes that association president Rick Chess of the Real Estate Investment Securities Association (REISA) has said that alternative investments offer a range of investment choices, but suggests that financial advisors must be selective and must exercise due diligence in looking for products.


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