Understanding the investment strategy employed in the funds — long/short, managed futures, global macro, etc. — and checking the fund and fund manager's tenure is key.
It's important for advisers to not show surprise or resentment when fee questions are raised by clients.
Op-Ed: Increasing the net-worth threshold to account for inflation would be a minimum step toward updating the definition of an accredited investor.
Initial public offerings are hot, but hot items can be too hot to handle and burn the unwary.
The SEC must find a way to increase adviser examinations, otherwise American investors face a grave threat.
Deferred-income annuities can alleviate retirees' fears of running out of money late in life, but they are not for everyone.
