02/14/2017
What Advisors Should Know About Illiquidity
Advisors' obstacles to offering clients private equity investment options can be easily surmounted by new trading platforms and free online educational tools.
Comment, Analysis & Research
02/14/2017
How To Transition A High-End Life Insurance Practice With Private Placement Life Insurance
Competency with PPLI is essential, but it often is not enough.
02/14/2017
Strategy Update from BNP Paribas Investment Partners
US political uncertainty remains high as it is unclear how a possible tax changes will evolve
02/14/2017
3 questions independent broker-dealers should ask private equity product sponsors
While private equity could become a positive force in the retail alternatives space, not all sponsors are created equal
02/14/2017
A high-profile hedge fund sent a letter explaining all the reasons it lost money last year, and why it is going to do better this time
Folger Hill faced concerns over investor redemptions last year.
02/14/2017
Blended Families - adding additional layers to entrenched dynamics
But is it really a new phenomenon and how does it influence family conflict?
02/14/2017
What mega-rich homebuyers get for their money
The wealthiest billionaires in China, the US, the Middle East and elsewhere are splashing out on one-of-a-kind homes.
02/13/2017
Wall Street Firms Introduce Visible Alpha Platform
A joint venture launches a platform combining Wall Street’s financial models and forecasts for more than 1,500 public companies.
02/13/2017
It’s no flash in the pan; stay long on gold: UBS
Inflation is going to accelerate faster than the Fed is going to hike rates; that's good for real assets.
02/13/2017
Most Family Businesses Mistakenly Lack Formal Asset Protection Plans
The use of captive insurance companies, for example, can be very effective in the right situations.
02/13/2017
The Two Biggest Mistakes In Setting Up A Single-Family Office
Less than capable professionals make numerous mistakes when advising on establishing a single-family office.
02/12/2017
The End of an Active-Investing Era
Active investing’s low odds of success dictate the acceptance of passive strategies
02/10/2017
3 big ways millennials are smarter about money than their parents
But the news isn't all bad.
02/10/2017
Another management shakeup is not what Twitter needs
The company saw its slowest quarterly revenue growth since going public and gave a current quarter adjusted earnings outlook that fell well short of analyst forecasts
02/10/2017
Greenwich Associates: Active management will survive but shakeup is expected
The report cites investment strategies such as emerging markets, global equity, small cap, all cap, multiasset strategies and specialty fixed income as examples
02/10/2017
Why investors should stick with emerging markets
The huge trade imbalance created by globalisation has thus conferred many benefits on the American people.
02/10/2017
Trump leaves emerging markets in wait-and-see mode
The monthly survey of global fund managers by Bank of America Merrill Lynch in early January showed investors were underweight in emerging market equities for the first time in nine months.
02/10/2017
How To Use Exclusive Platforms To Connect With Single-Family Offices
There are a number of highly effective powerful ways to connect with single-family offices.
02/09/2017
Crow & Cushing Examines Rolling Back Regulations Like the Fiduciary Rule
Crow & Cushing thinks the new President may be aiming a bit high.
02/09/2017
UBS exploring fee-based annuities for advisers
The wirehouse would be jumping on a trend toward advisory business that analysts expect to accelerate because of the Labor Department's fiduciary rule