Advisors on the Move: UBS Lures a $2B Mega Team Morgan Stanley advisors managing $2 billion in assets joined UBS. But the wirehouse wasn't the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup.
Allan S. Roth, a Financial Planning contributing writer, is founder of the planning firm Wealth Logic in Colorado Springs, Colo. He also writes for CBS MoneyWatch.com and has taught investing at three universities.
Benchmarking alternatives isn't easy, but it's critical in making sure clients and advisors are clear on the investments' role in the portfolio. Here's how to benchmark private equity, non-traditional bonds and long-short funds.