01/10/2017
What high-net-worth investors should expect for 2017
Over the 30-plus years I’ve been working with high net worth individuals, I’ve noticed this is a habit of wealthy investors.
Comment, Analysis & Research
01/09/2017
How are hedge funds coping with the new market realities? - CITCO
“The day of 2/20 is now but a footnote in the annals of hedge fund lore”
01/09/2017
James Bond of Philanthropy Gives Away the Last of His Fortune
His remaining personal net worth is slightly more than $2 million.
01/09/2017
Fisher hoping hybrid approach will lure more institutional fans
That distinction seems to make good business sense at Fisher
01/08/2017
Morningstar intensifies competition with asset managers
Morningstar is now embarking on arguably its biggest strategic shift since Mr Mansueto set up the company shortly before his 28th birthday.
01/06/2017
A Little Optimism on the Future of Retirement
Whatever problems the U.S. pension system has, they are smaller than they ever were before.
01/06/2017
How Ultra-Wealthy Investors View Senior Housing Real Estate
Approximately 19.53% of survey respondents said senior housing was a preferred property type of high-net-worth investors
01/06/2017
PCR Chief: UHNW Landscape Changing Dramatically
Meanwhile, he says, multifamily offices are getting bigger as their singlefamily counterparts give up or fade away with the passing of the older generation
01/05/2017
12 rising hedge fund stars who are in their 20s and are poised to take over the finance world
The acceptance rate to the list is under 4%, according to Forbes.
01/05/2017
Which Professionals Benefit From A Pro-Wealth Trump Administration
Wealth managers who provide investment expertise and additional financial services and products such as trust administration and private placement life insurance.
01/05/2017
Investment Management Outlook 2017 - Deloitte
Several major trends will likely impact the investment management industry in the coming year. T
01/04/2017
Corporate pension plan funding levels showed little change in 2016
Post-Trump-election interest rate rise, stock market rally reverse earlier slump in funded status
01/04/2017
SEI Advisor Network Reveals Financial Advisors’ 2017 New Year’s Resolutions
Top Resolutions Include Providing Variety of Investment Strategies to Clients and Complying with the DOL Fiduciary Rule
01/04/2017
Marijuana Sales Totaled $6.7 Billion In 2016
To put this in perspective, this industry growth is larger and faster than even the dot-com era.
01/04/2017
Wealth Management Will Become A Significantly Greater Business Thanks To President-Elect Trump
While the wealth management business has always been good, strong indications show that the potential for success will increase – possibly exponentially – under a Trump administration.
01/04/2017
Tracking Female Wealth
And of the 2,500 billionaires in the world, only 12 percent are women, a shrinking number.
01/04/2017
Carl Icahn's Art of the Deal
It may have taken almost a year to get here, but Carl Icahn has bumped his bid for Federal-Mogul to $10 a share
01/04/2017
The Role Of Life Insurance In Living To 120
Clearly for the wealthy, comprehensive longevity planning will become increasingly important
01/04/2017
Two former Millennium managers hit the ground running with new industrials-focused hedge fund
Before Millennium, he was a senior analyst at Vollero Beach Capital Partners, a $1bn market neutral hedge fund.
01/04/2017
Women in Alts Still Face Hurdles, but Optimism Abounds
KPMG’s 2016 report on women in alternative investments finds that a majority of respondents still believe it is harder for women to succeed in the industry and to obtain capital than it is for their male peers.