03/13/2017
As an example of a model which he thinks works, Lohr points to investment management firm First Ascent Asset Management, which charges a flat $500 fee regardless of the size of assets managed in 10 portfolio models that can be mixed together.
03/10/2017
In March's edition of Private Equity Spotlight, we look at investor appetite for private equity in the year ahead, including:
03/10/2017
Heightened uncertainty signals new challenges ahead
03/10/2017
Investment managers are facing more pressure for greater ICM infrastructure efficiency and effectiveness. But where should they focus their efforts?
03/10/2017
Figures are harder to come by in Canada, but financial advisers say wealthy Canadians are opting for ETFs, too, for multiple reasons.
03/10/2017
Head of RBC Wealth Management says even the ultra-rich are very disciplined with their finances.
03/10/2017
AIG shares rose 1.7 percent to $64.50 in pre-market trading on the news.
03/10/2017
Active fund managers are seeking to reduce costs, cutting sell-side research
03/10/2017
Banking innovation and adoption of emerging technology is flourishing
03/10/2017
Its objective is to prevent misunderstandings and lawsuits by spelling out the responsibilities of trustees more clearly
03/10/2017
This, coupled with the fact that certain macroeconmic indicators in emerging markets are turning positive.
03/09/2017
Such transactions traditionally were the province of big companies or private-equity firms.
03/09/2017
“Until we are financially equal with men, we will not be fully equal with men.”
03/09/2017
Almost every apprentice took a full time role at the bank in the last intake, once the programme finished.
03/09/2017
A decline in alternative fund assets appears to signal a waning interest in liquid alternatives as an asset class.
03/08/2017
New research indicates a gap between client desires, adviser services
03/08/2017
Investors say they prefer to make their own investment decisions, an indication that advisors underestimate the need to broaden their services, according to a new CFA study.
03/08/2017
At one point, doubts like these almost made him leave the financial sector all together.
03/08/2017
The Morningstar Global Asset Flows Report is based on assets reported by more than 4,000 fund groups across 85 domiciles.
03/08/2017
The event will bring together more than 500 senior-level women in PE and venture capital for in-depth discussions about the industry.