Hedge Funds’ Q1 Return Extends Run of Positive Performance
Equity hedge funds led other major strategies in quarter, up 3.6%
Private Equity Going Mainstream: SEI
Private equity is now a core holding for many types of institutional investors, and even retail investors are getting involved, SEI reports.
Where There’s a Will, There’s a Way — if Loved Ones Can Find It
Many Americans die without telling their family members where to find their wills or how their estates will be divided, a BMO report says.
Has It Become Too EZ to Gain Tax-Exempt Status?
Simplified application has resulted in soaring 501(c)(3) designations by the IRS.
Next 5 Years Critical for Investment Industry: CFA Institute
The group offers a roadmap for financial industry leaders to navigate change.
On Risk Tolerance, Clients Don’t Always Mean What They Say
Investors’ description of their risk tolerance has limited correlation with how they make investment decisions, Spectrem reports.
Risk-Taking Investors Rewarded in 2016: Natixis
Markets rewarded a completely different set of asset allocations in the second half of 2016 than in the first half, Natixis found.
Vanguard Offers Guidance to Donors Wary of Tax Reform
Questions about how tax reform will affect charitable deductions have been pouring in to Vanguard Charitable from concerned donors.
Investors Struggle to Choose the Right ETF
Many investors are daunted by deciding which ETF to buy, E-Trade reports.
9 Facets of Limited-Life Foundations’ Plan to Spend Down
Some foundations set an end date on their largesse in order to have a greater impact.