4 Secrets to a Value Proposition That Lands Clients
Most investors say advisors all sound alike, Pershing found. Here's how to make your value proposition — your first impression — a memorable one.
Compass Financial Boosts Education With Financial Finesse Partnership
Financial Finesse will offer its services at a discount to employees and consult on Compass' in-house financial education program.
Institutional Investors Beef Up In-House Alternatives Teams
Institutions are buying more alternative assets and hiring bigger teams to manage them, a Preqin survey found.
Self-Reporting Tool for Nonprofits Draws Howls From Watchdogs
Who’s better at telling donors about a nonprofit’s fundraising performance, the charity itself or a “watchdog” group?
Parenthood Reveals Divide Among Millennials
Millennial parents have more "conservative" social beliefs and different shopping habits than non-parents, a study finds.
How Do Wealth Firms Stay Efficient?
A SunGard study asks leaders how they grow in the face of rising operating costs and regulations.
Who Makes Better Funding Choices: Crowds or Experts?
Two Ivy League researchers compared crowdfunding and expert evaluation of proposed theater projects. Here's what they found.
Tax-Exempt Nonprofits Owe Millions in Payroll Taxes
Some tax-exempt groups are seriously delinquent on payroll taxes, but the IRS doesn’t appear too eager to go after them, according to a recent report.
Record Year for Private Equity Distributions
Preqin research shows private equity fund returns averaged 18% in 2013, outpacing capital calls by 46%, sees "positive momentum" continuing in 2014.
Compliance at Financial Services Firms Falls Short
Compliance firm Cipperman finds that firms, especially in the alternatives space, tend not to invest enough in staying compliant.