Add global scope to the list of the great advantages of InvestmentNews being part of the Bonhill Group.
Each quarter, we feature a Private Wealth Adviser supplement. In the past we have taken a U.S.-centered approach. Well, thanks to the reach our company provides, this issue marks the first time we could incorporate the work of our sister publications International Adviser and Fund Selector Asia into this supplement. I trust you’ll find the insights worthwhile.
Francis Acosta, editor at Fund Selector Asia, offers two pieces on activity in China. The first addresses the recognition that the Chinese market is no longer an emerging market. Acosta reports that 53% of Asian investors surveyed believe the Chinese equities market is now too big to be absorbed in the broad emerging market asset class, which is much higher than the portion of North American or European investors holding that view. In his other article, Acosta addresses the race among U.S. managers to gain market share in China.
Our third offering comes from Kirsten Hastings, international editor of International Adviser. Hastings shares insights on the Foreign Account Tax Compliance Act, or FATCA. This little-known tax law must be understood by any adviser who has a client planning to move overseas, either temporarily or permanently.
You can find these articles on page 20, and please do let me know what you think.
The advisors on the move include two brothers leading a family practice in Connecticut, and a husband-and-wife tandem working with business owners in the West Coast.
Business owners and their heirs may be making assumptions instead of having conversations, creating challenges for succession planning, according to new research.
The Kansas-based mega-RIA is giving clients access to dedicated care coaches as new surveys show caregiving duties are straining Americans' finances.
Aspen's affiliated RIAs now manage $15 billion after the New York-based platform added Kalamazoo-based CWS Financial Advisors.
The Chicago-based mega-RIA's latest additions, spanning six office locations and over 40 team members, pushes its W-2 platform assets to roughly $35 billion.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
