Family Offices Flourished in 2021: Study
By Michael S. FischerResearch found that North American family offices outperformed their global peers with an average portfolio return of 15%.
November 23, 2022
8 Market and Economic Predictions for 2023Some market strategists expect a better year ahead, while others predict a recession.
November 23, 2022
10 Reasons for Advisors and Clients to Be ThankfulAs bad as this year may have been, it's not hard to find at least a few reasons to give thanks.
November 23, 2022
4 New SEC Rules to WatchThe agency has proposed and adopted several "significant" new rules in the past few weeks, its Investment Management chief says.
November 23, 2022
From Tom Brady to Shaq, FTX's Celebrity Promoters May Be On the Hook for DamagesThe stars' wealth makes them a juicy target for investors looking to recover some losses from the bankrupt cryptocurrency exchange.
November 23, 2022
Fidelity to Convert 6 Active Funds to ETFsThe expense ratio of the new "disruptive" ETFs, to be launched by June, will be 0.50%.
November 23, 2022
Some Clients Said 'No Thanks' to Traditional Variable Annuities in Q3Fear of market volatility pushed up sales of multi-year guaranteed annuities.
November 23, 2022
Goldman Sachs to Pay $4M SEC Penalty in ESG Fund CaseRegulators says the firm "had several policies and procedures failures" involving ESG research used to pick and track stock holdings.