7 Critical Insights on How Wealthy Families Talk About Money (or Don’t)
The communication gap in many high-net-worth families fuels conflict and isolation, SEI finds.
Top Portfolio Products: A Trio of Environmentally Friendly Funds
See how climate change is impacting this latest round of new investment products
Schwab, Fidelity Halt Sales of RCS, AR Capital Products, Again
This news follows a recent decision by AR Capital to stop issuing new investment programs starting Jan. 1.
REITs Break Into World of Crowdfunding
Through an e-REIT, Fundrise plans to raise $50 million online to invest in commercial properties under new crowdfunding rules.
Wells Fargo Promotes Sloan, Positioning Him as Likely CEO
“It establishes a succession plan,” says analyst Marty Mosby, though the bank adds there are “other viable candidates.”
Why the Fed Should Raise Interest Rates This Year: UBS Economist Drew Matus
Zero interest rates don't work when so much of the population is approaching retirement, says Matus.
Senior Housing: A Way to Profit From a Major Demographic Movement
As 12,000 Americans retire every day, the growing senior population will need somewhere to live. Here's what to consider when investing in senior housing.
Unusual Way to Earn High Yields in Real Estate
Crowdfunded real estate loans might appeal to high-net-worth investors seeking higher income.
S&P Smacks Down a Big Argument for Active Management
Even funds in inefficient sectors like small-cap and emerging markets fail to consistently outperform their passive counterparts, new research from S&P Dow Jones Indices finds.
Model Portfolios: Watching Inflows and Outflows
Model portfolios can be very helpful, especially in a market decline, but watch for imbalances created by inflows and outflows from the portfolio.