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.
How Rare Coins Bring Tax Benefits
Investors may be eligible for sales tax exemptions, like-kind exchanges and other advantages, one expert says.
Top Portfolio Products: ProShares Rolls Out 2 Credit-Focused ETFs
Lincoln Financial adds survivorship life offerings; Beaumont Capital and Envestnet share new portfolio strategies.
Don’t Believe Headlines About Rising U.S. Rates: Merk
Axel Merk warns that a focus on real rather than nominal rates shows the dollar should be headed down and gold up.
Bear Market Survival: A Crash Course From Eric Nelson
Servo Wealth Management advisor Eric Nelson culls practical portfolio conclusions from the past century of stock market reversals.
Berkshire Rises Past $200,000, Extending Buffett’s Record
Berkshire Hathaway Inc. traded above $200,000 for the first time, further validating Chairman Warren Buffett’s decades-long bet on the U.S. economy.
21 Best & Worst Robo-Advisors for Client Transparency
Paladin Registry grades 21 big online advisors on how well they provide clients with critical information, like fees, on their websites.
HNW Women Embrace Alts
HNW women allocate a larger portfolio share to alternative investments than men do, MainStay found.
Global Venture Capital Investors Enthusiastic About U.S.
Global investor confidence in the U.S. has increased significantly thanks to favorable markets and abundant opportunities, according to a survey.