O ver the 12 years that Investment Advisor has been surveying the secondary market for limited partnerships, there has been a drastic reduction in the total number of LP secondary market trades, and in the exchanges through which the trades can be made. Trades peaked at 2,246 in December of 1996 and have fallen ever since (see below); market-makers peaked at 16 that same year, and had diminished to only 5 in May 2004.
Secure the future of your business with customers from the largest generation in history.
Part II in a series of articles on working with ultra-high-net-worth clients from IMCA's Investments & Wealth Monitor takes a look at the biggest trends...
Maximize client retention and promote firm growth by using this 6 step interactive client review process.
Oct 05, 2016
Some broker-dealers have already decided to exit certain lines of business and are sizing up how the rule will impact their IT and compliance budgets....
Sep 21, 2016
Join Eric Ryles, Managing Director at Judy Diamond Associates, for a 60 minute session of mutual fund analysis within the Defined Contribution market. Using...
Sep 13, 2016
Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.