07/16/2019
Succession Planning Options for Family-Owned Companies
Succession plans involve lengthy and potentially emotional conversations about legacy, values and where the company should go once you've stepped down.
07/15/2019
Family offices are often managing assets that range from traditional equity to global markets to private equity to real estate holdings and fine art.
07/15/2019
Investors with otherwise sound ESG integration could be exposed to these companies - especially as many of the companies in question are unlisted.
07/15/2019
Revenues increased 2% from the prior-year period
07/15/2019
Some are the key players taken under coverage for this study are SS and C, Fiserv, Broadridge, FIS, Profile Software, Temenos, SEI Investments, Investedge, Finantix, Comarch, Objectway & Dorsum.
07/09/2019
Equity funds were the best-performing broad strategy, gaining almost 9% in the period.
07/08/2019
And if you consider yourself relatively well-to-do, you may be in the top 5% or 10% already.
07/05/2019
Why investors are seeking higher returns away from public markets
07/04/2019
Poor past experience and disappointing recent returns have challenged the recovery of hedge fund demand, especially in Asia where the asset class is more often associated with high octane returns rather than risk management.
07/04/2019
he plans to launch of a marketing campaign for customized impact investment portfolios, not based at all on those ratings.
07/03/2019
The US bank is looking abroad to expand its wealthy client base. Earlier in the year, it acquired a minority stake in French asset manager Tikehau Capital Advisors.
07/02/2019
Where there’s a plane, there’s a data trail.
07/02/2019
In the last nine months (before May), an estimated $77.4 billion has been removed from the hedge fund industry.
07/02/2019
In addition to 401(k) plans, $535 billion was held in other private-sector DC plans, $1 trillion in 403(b) plans, $333 billion in 457 plans and $606 billion in the federal employees’ Thrift Savings Plan.
06/30/2019
One lawmaker thinks so, and he's proposed legislation to make it law.
06/27/2019
FT 300 adviser discovered an appetite for help with charitable donations
06/27/2019
This is especially true for those drawing an income and, according to White, advisors are failing to adequately protect this.
06/25/2019
Katinka expresses her delight at this development, saying “we have been fighting for this kind of change for some years and now we are in the middle of a revolution in our sport”.
06/25/2019
High growth stocks, bound by large amounts of leverage have enjoyed the heady heights of one-directional travel for almost a decade. But things are starting to change.
06/25/2019
Macro factors should, therefore, continue to support earnings growth but investors need to be cautious as volatility could easily spike given the significant geopolitical and growth risks facing the global economy.