04/05/2017
Improve Your Relationship with Your Client’s Family Office
A recent study says you should create a partnership.
Comment, Analysis & Research
04/05/2017
Steven Cohen invests in start-up aiming to shake up bank research
Hedge fund magnate invests in research company as sector undergoes overhaul
04/05/2017
Practice Management Programs Enhance U.S. B/D Recruiting, Retention, and Productivity
B/Ds also indicate an average of 362 advisors per practice management professional, based on the B/D's total headcount and AUM.
04/04/2017
The case for taxing inherited wealth
You notice I said federal estate tax as opposed to death tax.
04/04/2017
The 'Forbes' Top 10 Richest In The World
Bill Gates remains at the top of the Forbes billionaire list
04/04/2017
BlackRock’s quant focus sparks portfolio risk fears
This could sound the death knell for the use of such products.
04/04/2017
Maybe Hedge Funds Don’t Stink After All?
Meanwhile stock market neutral funds, long/short funds, macro funds, managed futures, merger arbitrage funds, and dedicated short biased funds fell short.
04/04/2017
Signature Bank Ranks among Top Private Banking Services Providers
Bank Scores High in Reader Ranking Survey by Leading National Legal Trade Journal
04/04/2017
“MiFID II and Best Execution: The Challenges Ahead” Whitepaper
In addition to the white paper, TickSmith and Cloudera have also held webinars on this subject.
04/04/2017
U.S. Defined Benefit Plan Sponsors Looking to the Canadian Model For Insight
Mason continues, "U.S. public and corporate plans have very distinct differences that show up in how they invest assets.
04/04/2017
Who Killed the Active Fund Manager?
The explosion in the number of investors holding the coveted CFA qualification has created an increasingly crowded space of professionals all trying to beat the market
04/03/2017
CSR a key element for success at top family businesses
It says these businesses consider CSR as a way to engage the next generation of family members.
04/03/2017
Behind The Impact -- The Strategic Approach To Innovative Investing
Prior to joining Rockefeller & Co., Inc. in 2015, Karen was a Managing Director and Head of Pitcairn’s Washington DC office where she also led the firm’s impact investing initiatives.
04/03/2017
Opportunities in a Neglected Market As multi-asset products grow in popularity, Europe's ETF market will benefit
However, as the ETF market accelerates, multi-asset products will benefit.
03/31/2017
How Meissner shook up BAML’s corporate and investment bank
The bank’s stock has been on a tear.
03/31/2017
Majority of Wealthy Investors Prefer a Mix of Human and Robo-Advice - RESEARCH
Digital technology – the web-based channels, tools and applications that enable a more-transparent and real-time understanding of a client’s investments – make hybrid models possible.
03/31/2017
DHR International Leading CIO Search for the State of Alaska
The chosen leader will evaluate and develop strategies and tactics, and independently provide advice to the fund fiduciaries for all investment matters.
03/31/2017
A Two-Pronged Approach To Sourcing More Private Equity Deals
Yet PE firms can improve the odds of sourcing more of the right deals.
03/30/2017
How to Strengthen Partnerships between Families and Advisors
Uncovers the critical role of the family leader in engaging advisors to become partners
03/29/2017
25 Interesting Facts About Forbes' 25 Highest-Earning Hedge Fund Managers
One of the four partners of Loeb's fund reportedly quit.