05/07/2017
How to Get a Straight Answer About Adviser Fees
If you get a complicated explanation of how much you’re being charged on your investment account, it’s time to walk away, experts say
Comment, Analysis & Research
05/04/2017
New Family Office Exchange Study Finds Family Offices Staffing Up for Direct Private Equity Investments
Of the 118 survey respondents, the average staff of the family office is 13 full time employees
05/04/2017
Super-rich private equity stars rue 'lousy' reputation, say they are misunderstood
Private equity has been criticized by some for saddling companies with debt only to sell their assets, cut jobs and take out profits.
05/04/2017
St. James’s Place – “Indicators vary after 100 days of President Trump”
Just shy of 100 days in office Donald Trump announced his tax plan as US and UK economic figures lagged expectations.
05/04/2017
Here’s how much men dominate the asset-management industry
Only 1.1% of assets are managed by women or minority-owned firms
05/04/2017
SS&C Study Reveals Private Equity Firms Increasingly Focused on Operational Efficiency, Governance & Transparency
62 percent of survey respondents cite governance and controls as why LPs would select a GP
05/04/2017
Women play ‘critical role’ managing and transferring family wealth: report
RBC study on key role women play in managing family finances.
05/03/2017
How a global bank scandal has changed an industry
The study mainly looked at retail policies, but the authors claim that it points to a broader scale of compensation reviews.
05/02/2017
Navigating the Changing Landscape for Multifamily Financing in 2017
The question is: will we continue to see strong fundamentals drive lender appetite for multifamily
05/02/2017
Citadel CEO Says Hedge Funds Going Through Retrenchment
The state of the hedge fund industry during an interview with Bloomberg's Erik Schatzker at the Milken Institute Global Conference.
05/02/2017
Impact Investing And The O'Reilly Factor
In this essay I will compare four ways to make a difference. To give away the ending, the last is the potent one. Its effect was recently demonstrated in the termination of Bill O’Reilly’s TV show.
05/02/2017
How To Make Family Philanthropy Work When Generations Collide
He skipped the foundation and donated directly instead.
05/02/2017
Trump considers breaking up Wall Street’s big banks
Trump’s comments could give a push to efforts to revive the Depression-era Glass-Steagall law that separated commercial lending from investment banking
05/02/2017
Billionaire hedge fund manager Ken Griffin: 'My fantasy' is to break up the banks
Around midday, Trump said in an interview with Bloomberg News that he is considering breaking up Wall Street's giant banks. "I'm looking at that right now," he told the news organization.
05/02/2017
I Never Knew How Screwed Up Global Banking Was Until I Started My Own Bank
The deeper I went, the more overwhelming my discoveries of how shockingly inept, obsolete, and out of touch the industry is.
05/01/2017
Cerulli Finds Six Emerging Factors Shaping U.S. Financial Advisor Recruitment
Having their own platforms allows advisors to leverage them while an advisor holds a separate and independent RIA.
05/01/2017
The New Gilded Age in Philanthropy
He is the founder and editor of the website Inside Philanthropy, which tracks the world of giving and a surprising number of wealthy philanthropists have spoken to him candidly about their charitable efforts.
05/01/2017
Foundation executives dive into value of impact investing at Milken conference panel
Mr. Walker said the New York-based foundation had an approximate 9% investment return in the last year
04/27/2017
What’s Different About the New Philanthropists?
It’s a good question, and one not easy to answer in simple terms.
04/27/2017
U.S. Subadvisory Sponsors Value Transparency into Investment Process and Firm Business Operations
"Transparency into the investment process is vital to sponsors when they are evaluating potential subadvisor partners," explains Jack Tamposi