New Hire Roundup: Senate Confirms Social Security Advisory Board Members
Meanwhile, Mike DiCenso joined Mesirow Financial as managing director and head of national sales in its investment strategies division.
RCAP’s Crowdfunding Site: A Smart Move?
Chairman Nicholas Schorsch says the crowdfunding site should bring RCS Capital advisors more business. Industry experts like Mark Elzweig are optimistic.
What to Expect When You’re Expecting … a Rate Hike
The endlessly discussed, yet-to-happen but highly feared Fed interest rate hikes are likely to be far more benign than investors imagine, Northern Trust says.
Institutional Investors Beef Up In-House Alternatives Teams
Institutions are buying more alternative assets and hiring bigger teams to manage them, a Preqin survey found.
SEC Is Getting Into the Weeds
I’m on another flight as I type this, on my way to prepare another firm for its visit from the grim reaper (aka, the SEC).
4 Tips for Savvy Real Estate Investors
Property markets are highly sensitive but can be lucrative. Real estate portfolio manager Burl East discusses how to strategically navigate them.
Are We in a Bond Bubble? John Mauldin Says Yes, Others...
Millennium Wave Advisors' Mauldin says debt day of reckoning is coming and Dallas Fed's Fisher sees "hyper-robust" bond market, but other advisors think they're crying wolf.
NFL's 49ers Strike Deal With Robo-Advisor Wealthfront
Team will pick up advisory fees on first $100,000 invested by front-office employees and former players, to whom Wealthfront will provide financial education.
Sica Launches New Alts Platform
Circle Squared Alternative Investments aims to make investments like real estate, private equity and natural resources more accessible.
How Rare Coins Bring Tax Benefits
Investors may be eligible for sales tax exemptions, like-kind exchanges and other advantages, one expert says.