10 Best & Worst States for Low-Income Taxpayers
State and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
Not Even Hedge Fund Managers Think About Alpha at the Altar
When hedge fund managers get married or divorced, their fund alpha drops more than 7% for several months around the event, researchers found.
Clients' Top Retirement Worry Is Going Broke: AICPA
AICPA polled CPA financial planners about their clients' top retirement-related concerns.
U.S. Corporate Pensions, Endowments and Foundations Miss March Funding Targets
The BNY Mellon Institutional Scorecard showed that public plans fell by 0.4 percentage points in March to 87.2%, as most equity categories lost value.
Bloomberg Philanthropies Pushes Governments to Drive Change
Billionaire Michael Bloomberg cites his 12-year tenure as New York’s mayor for his appreciation of “government’s ability to be a force for good.”
Private Equity Buyout Deal Flow Hits Post-Crisis Peak
The Heinz-Kraft merger had an outsize impact on the deal breakdown for the first quarter, Preqin reports.
Investor Sentiment Hits New Peak in Q1: John Hancock Survey
Most investors believe now is a “good” or “very good” time to invest, according to John Hancock's quarterly survey.
RIAs Dominate M&A Deals for Second Year Running
“It remains a seller’s market for RIAs, and the industry is in a position of strength,” Schwab's Jonathan Beatty said.
Hedge Fund Standards Board Proposes Fuller Disclosure for Investors
The Hedge Fund Standards Board has proposed three changes to current standards to help investors assess conflicts of interest as part of their due diligence.
Crowdfunding Makes Rapid Gains With Accredited Investors
Investment in and access to private equity via crowdfunding are accelerating, thanks to new rules issued by the SEC under the JOBS Act.