Top 20 States for Private Equity Investment
An analysis by a private equity group ranks states by investment value and number of investments.
Giving Circles Offer Point of Entry for Many Donors, Study Finds
Younger donors, minority groups and women are attracted to giving collectives.
U.S. ETFs Added $73.5 Billion in First Half of 2014
ETF.com reports the 10 ETFs with the biggest inflows — and the 10 with the biggest outflows.
Surprise! Wealth Managers Who Ask Their HNW Clients for Referrals Get Them
Nearly half of high-net-worth clients said they'd refer only if their wealth manager asked, the Futurewealth study found.
Wealthy Tiger 21 Members Investing in MLPs
Some ultra-wealthy investors hold 5% to 20% of their portfolios in master limited partnerships, Tiger 21 says.
Asset Management Set for Radical Transformation: KPMG
The global asset management industry will radically transform because of seismic shifts in client demographics, technology and changing social values, KPMG says.
On Same-Sex Couples’ Money Matters, Confusion Reigns
Many same-sex married couples don’t talk about money, and many need advice on new laws, Wells Fargo says.
Watchdog Suing for Easier Access to Nonprofits’ Tax Forms
A judge ruled against the IRS' motion to dismiss a lawsuit by an advocacy group aiming to make nonprofits' Form 990s more accessible.
Sovereigns Boost Stakes in Alternatives, Emerging Markets
Invesco’s second annual Invesco Global Sovereign Asset Management Study reveals where big public funds put their money.
Big Private Equity Funds Gobble Up Most Money
There is a stark division in fundraising between first-time private equity fund managers and their more established counterparts.