| ||
| Motif provides investors with investment themes InvestmentNews Enter Motif Investing, a startup designed to match investors with developing investment opportunities. It emerged from beta last week, and is targeting investors and financial advisers. Unlike most startups, Motif has a full staff, some significant ... See all stories on this topic » | ||
| Would added SRO regulatory costs put you out of business? InvestmentNews A recent blog post by InvestmentNews Washington reporter Mark Schoeff Jr. about a survey in Massachusetts on the possible impact of proposed federal legislation to create a self-regulatory organization for registered investment advisers drew strong ... See all stories on this topic » | ||
| Longtime MSSB veteran Hatch is exiting InvestmentNews The firm has been slogging through a migration of its more than 17000 investment advisers to a new technology platform over the past year. Mr. Hatch will remain with the firm as vice chairman until the end of the year. Along with the news of his ... See all stories on this topic » | ||
| Pershing platform offers 529s InvestmentNews Pershing LLC said last week that advisers will be able to use its platform for 529 plans in the same way that they use it for other client investments. Virginia's CollegeAmerica plan, which is administered by American Funds, will be the first to be ... See all stories on this topic » | ||
| Pershing banking on opportunity in helping indies retain hybrid reps InvestmentNews Retaining hybrid advisers who might fly the coop is an important strategic consideration for broker-dealers as investment advisory revenue becomes a larger part of their businesses, said James Crowley, Pershing's chief relationship officer, ... See all stories on this topic » | ||
| ||
| Living annuities must be used correctly Independent Online The problem with illas lies with how they have been used incorrectly by annuitants, often on the basis of poor advice from financial advisers who, without any qualifications in asset management, have nevertheless provided advice on investments. See all stories on this topic » | ||
| ||
| Family Office Exchange creates list of elite wealth managers InvestmentNews The rankings are based on 22 metrics organized around 10 criteria, including the financial stability of the firm, the competence of senior management, the experience of adviser teams, the ability to invest globally and the discipline of the firm's ... See all stories on this topic » | ||
| Wiping slate clean can be best option Sydney Morning Herald The other major advantage is flexibility in that if you want to invest in direct shares, direct property or fixed interest, you can. You (and your adviser if you appoint one) decide on the assets and the overall mix, and you have ultimate ... See all stories on this topic » | ||
| MFSA – corporate governance and accountability triumphs in the end Malta Independent Online On this basis, the Authority concluded that on a number of occasions Bank of Valletta's advisers did not take reasonable steps to ensure that these advisory clients were indeed experienced investors before advising them to invest in the La Valette ... See all stories on this topic » | ||
| No one expected the info inquisition InvestmentNews So to stay on top of things, financial advisory professionals feel compelled to seek out information constantly in order to stay ahead of the curve. This means advisers feel overwhelmed. That was one of my key observations of industry professionals who ... See all stories on this topic » | ||
| Fee pressures reach private markets Financial Times Alternative investments, such as real estate, private equity and hedge fund strategies, have been on the menu for some time, and institutional investor appetite for them remains undimmed, according to surveys. But the search has widened since the ... See all stories on this topic » | ||
| Indexed annuities boast strong 1Q InvestmentNews Although returns for indexed annuities are linked to the stock market, insurers invest in bonds to fund the product. Low rates have led some insurers to cut caps, or the maximum amount of interest credited, as well as commissions for brokers. See all stories on this topic » | ||
| Most nontraded REITs underperform market InvestmentNews By Bruce Kelly Measured after a sale of assets, a merger or an IPO, nontraded REITs over the past two decades consistently have underperformed the broad market of real estate investing, according to a new study. Comparing 17 "full-cycle" nontraded real ... See all stories on this topic » | ||
| Fastnet Oil is set for €25m market debutIt's the first Irish flotation since 2007 Irish Independent Fastnet is examing potential investments in East and North Africa where its board and advisers have considerable experience. "We are listing in Ireland to give us access to Euro dominated funds," Friel said. It also suits the firm's Irish investors, ... See all stories on this topic » | ||
| Latest UBS move seen as sign Americas unit won't be sold InvestmentNews By Andrew Osterland UBS AG will merge the investment and research functions of its global and US wealth management operations. Although the move itself isn't earth-shattering news, the action represents yet another signal that the bank has no intention ... See all stories on this topic » | ||
| No harm in splitting it Sydney Morning Herald Could you also give me details of tax advisers who specialise in this area? MA If you are taking a lump sum and simply investing this into your SMSF as a non-concessional contribution - without claiming a deduction - you are only restricted by the ... See all stories on this topic » | ||
| PE veterans launch online 'dating' site Financial Times By Sophia Grene A team of private equity industry veterans has launched an online marketplace for private equity investors to meet, exchange information and investigate investment opportunities. An undisclosed number of private equity professionals ... See all stories on this topic » | ||
| Suu Kyi celebrity status hits reform efforts Financial Times Some advisers also took issue with her star billing on the WEF programme, in an item entitled "one on one conversation with a leader", while Mr Thein Sein was listed as "president of Myanmar" for a separate session on Myanmar's economic outlook. See all stories on this topic » | ||
| Social Security and other delayed gratifications Philadelphia Inquirer The article, "Social Security: the cheapest annuity in town," says putting off Social Security in order to get a higher monthly benefit later amounts to a handsome investment. There's math to prove it. The writer is Alicia Munnell, director of the ... See all stories on this topic » | ||
| ||
| ||
| Buffett lunch sells at record 3.46m dollar China Daily ... Capital Advisers. He paid 2626411 dollars last year and was hired by Buffet after the multi-million-dollar meal last summer. As usual, the winner this year will get the chance to have lunch with the legendary head of Berkshire Hathaway investment ... See all stories on this topic » |
| ||
| Hearing on H.R. 4624, the Investment Adviser Oversight Act of 2012 ICI supports the goal of meaningful oversight of all investment advisers. We also understand ... Investment Adviser Examinations (January 2011), available at ... www.ici.org/pdf/12_house_inv_adv.pdf | ||
| Dedicated Investment Advisers | Sovereign Financial Services Dedicated Investment Advisers. Posted in by Shawn Miller Comments are off. Dedicated Investment Advisers. Related Posts. Fear and Loathing on Wall Street ... sfsadvisers.com/blog/home/attachment/car_4/ | ||
| Investment Advisers | Sense on Cents Tags: 2012 election issues, IARFC, IARFC The Register, investment advisers, investment advisors, Larry Doyle interview IARFC, Larry Doyle interview in The ... www.senseoncents.com/tag/investment-advisers/ |
Tip: Use site restrict in your query to search within a site (site:nytimes.com or site:.edu). Learn more.
Delete this alert.
Create another alert.
Manage your alerts.
No comments:
Post a Comment