Family offices have evolved significantly from their origins as closely held structures for wealth management. Today, they are complex organizations…
Browsing: Fund News
“You cannot anticipate exactly how these risks or dangers are going to play out. . . . But we should…
How will technology influence women’s wealth in the years ahead? I participated in a dynamic panel discussion on VoiceAmerica Business…
For more insights on the equity risk premium from Rob Arnott, Cliff Asness, Mary Ida Compton, Elroy Dimson, William N.…
In today’s investment landscape, the debate between active and passive management often misses a critical point: they aren’t mutually exclusive.…
Convertible Securities: A Complete Guide to Investment and Corporate Financing Strategies. 2022. Tracy V. Maitland, F. Barry Nelson, CFA, and…
Hedge fund performance fees, I believe, are a rip-off for clients. Few phenomena illustrate this better than “round-tripping” stocks. These…
Retirement planning is the primary objective of retail investors. Indeed, 47% of respondents in the 2022 CFA Institute Investor Trust…
The Future of Money: How the Digital Revolution Is Transforming Currencies and Finance. 2021. Eswar S. Prasad. The Belknap Press…
That local mood affects local stock returns is a longstanding truism of the financial markets. Numerous behavioral studies back this…