Investors, bankers and real estate investment trust executives expressed cautious optimism as they gathered in New York recently to discuss commercial real estate prospects at this year's NAREIT Investor Forum.
Infrastructure investing is the new name of the game for the Phoenix Global Utilities Fund (PGUAX), which will become the Phoenix Global Infrastructure Fund, effective Aug. 18.
Performance fees appear to deliver what they promise, at least by a little, according to a study by New York-based research firm Lipper Inc.
“Invest as I say, not as I do,” is the philosophy of many fund managers, according to a study by Morningstar.
The FPA says the rule would add confusion and conflict regarding standards of accountability to the investor.
Despite continued efforts to curtail litigation when brokers change firms, departing reps are still being sued, and some say that recent developments suggest the harassment won't stop anytime soon.
Your Silver Bullet is creating a single standard on which members can base future software projects.
A successful program starts by listing all your communications to top clients, and entering the items on a calendar.
Ameriprise Financial Inc. hopes its new Threadneedle Funds brand will appeal to third-party financial intermediaries.
No single vendor dominates the market for financial planning software and advisers are divided fairly evenly on whether they prefer self-hosted applications or applications hosted on the web.
