Charitable-remainder trusts have grown in popularity at universities that control the trusts using their own investing strategies, but financial advisers are often loath to hand over control to the schools, as the strategies are sometimes risky.
As ripples from the imploding subprime-mortgage market spread across the broader home lending industry, financial advisers might have to start helping clients reposition their mortgage and home equity exposure.
WASHINGTON — More financial advisers will specialize in becoming fiduciary advisers who work with 401(k) plans in coming years, according to a retirement executive who worked on a white paper on the issue.
Washington tax talk these days seems focused on hedge funds, their investors and their managers.
NEW YORK — In the midst of stock market volatility, affluent investors are feeling nervous and are pressuring advisers to sell their stocks.
Country songs aren’t just about losing your dog, your truck and your wife—they’re also about losing your hedge fund.
Michael S. Flanagan has been named managing director within the Aon Technology Group, which is part of Aon Risk Services.
Sen. Schumer wanted to increase the carried interest tax for a variety of partnerships that use a “two-and-20” structure.
XShares filed a registration statement with the SEC to offer ETFs in AirShares EU Carbon Allowances Fund.
Goldman Sachs has slashed fees for its Global Equity Opportunities hedge fund.
