05/08/2015
There has been significant sale activity seen in the private company space over the last few years as baby boomers head into retirement, yet many highly successful entrepreneurs are not well-prepared to give up ownership of their companies, or for what co
05/07/2015
Nearly 30% of high-net-worth investors — defined as those with $5 million or more to invest — think of themselves as managing their own money
05/07/2015
2014 was a lackluster year though.
05/07/2015
He pointed out that Bill Gates and Warren Buffett would probably be permanent fixtures
05/06/2015
M&A Activity Among RIA Firms Remains Steady
Registered investment advisor firms continue to initiate the bulk of mergers and acquisitions of RIAs
05/05/2015
Responses were obtained from more than 700 real estate investors in the Americas, EMEA and Asia Pacific
05/05/2015
Investors in hedge funds generally pay an annual management fee of 2 percent of the total assets under management and 20 percent of any profits.
05/04/2015
While maturity models are useful, the reality is that large complex organizations often find it difficult to implement a single model.
05/04/2015
After two years of scandal, job cuts and regulatory upheaval, there are signs that banks are ready to invest again in one of their biggest cash cows, foreign exchange trading
05/04/2015
J.D. Power's latest survey of investors working with financial advisors shows their overall level of satisfaction is unchanged from last year at 807 on a 1–1,000 scale
05/04/2015
The match is the richest in boxing history, with the fighters sharing a purse expected to total US$300 million, although the exact figure is unknown. The purse split is 60-40 in Mayweather’s favor.
05/04/2015
Zhang and Lund made the list in 2014.
05/04/2015
Jonathan Lachowitz of White Lighthouse Investment Management devised a quiz and scoring system to help U.S. expats choose and evaluate financial advisers.
05/04/2015
The big banks have been the chief beneficiaries of the Fed’s easy monetary policy since the start of the financial crisis.
05/03/2015
The “best” of them have joined the ranks of the super-rich
04/30/2015
No champagne for new Nasdaq record but advisers take heed of history
Limits of diversity, wisdom of taking profits and importance of rebalancing are top lessons learned from bursting of the dotcom bubble 15 years ago
04/30/2015
Discretionary and multi-manager portfolios have trimmed exposure to US and UK equities in favour of Europe
04/30/2015
Diametrically opposed firms find common ground on importance of manager selection, differ on value of hedge funds
04/30/2015
RBC Capital Markets, in its report “Pension risk transfer: Despite lower rates, still a huge opportunity,” identified 210 companies with $853 billion in projected benefit obligations that could be good candidates for pension risk transfer.
04/29/2015
Our priority is to direct a portion of investments to benefit entrepreneurs and small businesses