02/19/2016
The other part of the problem is the complete lack of vision and courage among U.S. and European politicians and regulators — a global recession might have needed a global, coordinated response.
02/19/2016
The problem aging parents face is how to evenly distribute that wealth to their kids, without starting a family feud.
02/18/2016
There is continued interest among Millionaire and UHNW investors in the healthcare and pharmaceutical sectors.
02/18/2016
Here’s how advisors can help them open their wallets in retirement.
02/18/2016
The highest percentage of Millionaire investors who indicate they will invest in the technology sector are Baby Boomers and Gen Xers.
02/18/2016
Florida is the state most often chosen for the site of a second or vacation home for affluent investors.
02/18/2016
It turns out that a good chunk of wealthy peoples’ investments is in real estate.
02/18/2016
In January, the Securities and Exchange Commission said Cohen would be barred from running outside money until 2018
02/18/2016
The super-rich have stashed more than $1 trillion overseas. Bringing it home would help restore poor communities.
02/18/2016
When hedge funds become family offices, except in a few cases, they are actually converting to a private investment company as money management is their only intent.
02/17/2016
This year, bonuses are expected to be flat or lower than last year.
02/17/2016
The growth of strategic beta assets will continue to strain active managers' ability to retain assets, according to new research from global analytics firm Cerulli Associates.
02/16/2016
Anyone 18 or older can contribute less than 10 percent of their income without additional disclosures.
02/15/2016
The standard borrows heavily from the Foreign Account Tax Compliance Act (FATCA), which was introduced in the US in 2010 to capture worldwide tax information on American taxpayers.
02/15/2016
A fund manager paid on results will be more aligned with investors, but such a fee structure may have unintended consequences.
02/15/2016
Before declaring mission accomplished, however, they should consider what happened to three elite firms—Paul Hastings, Morgan Lewis & Bockius and Ropes & Gray
02/15/2016
Europe’s story is still one of economic recovery, he says, and in the US consumer continues to be “very strong”, with hourly earnings consistently increasing over recent months, and one million jobs added since 2010.
02/15/2016
The group conducts these surveys by giving members a detailed, confidential questionnaire asking how much of their portfolios are allocated to which investments
02/14/2016
The most significant change is the massive reduction of employment on Wall Street, especially in the front office.
02/13/2016
It’s no secret that active management has been a tough sell recently. Yes, there are talented managers who justify their higher fees, but investors increasingly aren’t willing to take that gamble.