Estate Planning for the Modern Family: It’s Complicated, and Advisors Fall Short
Seventy percent of high-net-worth and affluent investors in a UBS survey said they felt financial advice was designed only for "traditional" families.
Tiger 21’s Ultra-Wealthy Members Pile More Money Into Real Estate
Here's where members of the ultra-high-net-worth investing club put their money in the second quarter.
Venture Capital-Backed Companies Raked in $32 Billion in Q2
Mega-round financing and bigger deals drove growth, new report from KPMG International and CB Insights finds.
Exchange-Traded Assets Edge Past Hedge Fund Assets in Q2
For the first time, there is more money invested in ETFs and ETPs than in hedge funds, ETFGI reports.
Private Real Estate Funds Raised $61 Billion in First Half
Institutional investors remain strongly engaged in the real estate market.
DIY Investors Are Missing Out: Northwestern Mutual
Two-thirds of Americans in a survey lack financial advice, often because they think they can't afford it, Northwestern Mutual says.
Schwab, Fidelity DAF Grants Set Records in 2015
Schwab and Fidelity account holders each increased charitable grants by more than $1 billion compared with last year.
Top 20 States for Private Equity Investment in 2014
Some 3,100 U.S. businesses benefited from private equity investments last year.
Investors Stampede to Cash on China Concerns, BofA Merrill Survey Finds
European stocks seen as more attractive in July fund manager survey.
Global Alternative Assets Jumped to $6.3 Trillion in 2014
The world’s 100 largest alternative investment managers had $3.5 trillion in assets under management in 2014.