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.
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Every financial advisor has heard-since they got into the business-that the best and fastest way to grow your practice is through referrals. See what sets...
Learn how refocusing your business model help recharge your business’s value.
Focus working with mature clients including what are the characteristics of a sound goals-based investing method, how big is longevity risk, and a reevaluation of...
Oct 26, 2016
This complimentary webcast will cover charitable donations and planning, including some key year‐end tax considerations. We will provide an overview of the benefits of charitable...
Oct 20, 2016
Learn what critical roles document management serves for wealth management firms and their practical operational advice for running a viable business.
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....