Sallie Krawcheck Decries Industry ‘Becoming Republican Party’
“It is my intention to be controversial and make us uncomfortable here today,” Sallie Krawcheck said. She didn’t disappoint.
Minority-Owned Businesses Ripe for Cash Infusions
Kesha Cash of Jalia Ventures teaches minority business owners how to get access to capital
College Endowments Posted Negative Returns in FY2012
The 2012 NACUBO-Commonfund Study of Endowments reported that institutional endowments returned an average -0.3%, net of fees, in the year ending June 30.
New Hire Roundup: CFP Board Announces Chair Appointments
This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.
New Hire Roundup: Aberdeen Adds NYC Office
This week in new hires, MFS Investment Management welcomed Philip Stewart and promoted David Bryant; Leslie Voth was named CEO at Pitcairn; and Michael Millman joined U.S. Bank’s Private Client Reserve in San Francisco.
Volatility Makes Alternative Investments ‘Essential’ to U.S. Portfolios: Survey
Over three-quarters of institutional investors in the United States consider alternative investments “essential” to a diversified portfolio, a survey by Natixis Global Asset Management found.
Challenges and Opportunities in the JOBS Act
Provisions within the JOBS Act present advisors with a number of new challenges and opportunities for high-net-worth clients, as the legislation increases access to several alternative private investment structures.
Foundation and Operating Charity Investments Disappointed in 2011
The nonprofit sector experienced negative investment returns in fiscal 2011 for the first time in three fiscal years, according to two companion studies by Commonfund Institute.
Learning the Hard Way
The venture capital fund industry is reeling from a report issued by the Kauffman Foundation last month.
PENSCO-Lincoln Trust Merger to Create $10 Billion Alternatives Custodian
"PENSCO is creating a firm with institutional scale and national reach to handle the accelerating growth of alternative assets across the U.S.," says CEO Kelly Rodriques.