Displaying 12 results
US asset managers race to gain China market share
Only US-based asset managers have shown the intention of owning a 100%-owned retail fund business in China
FATCA: A force to be reckoned with
Advisers that serve clients currently living or planning a move overseas must investigate this often overlooked issue
Chinese equities emerge from the pack
Investors based in Asia have noted that the Chinese market has become too big and should be viewed as a standalone market
Crisis can be a catalyst to clarify goals, create sustainable impact
While charitable giving will remain an ongoing need, now is also the time for more robust legacy and generational wealth transfer planning
Valuations are going to get a lot cheaper
Wealth manager Michelle Connell of Portia Capital talks real estate, financial firms and where she sees opportunities
Why this wealth manager decided to become a B Corporation
Response to COVID-19 illustrates firm priorities
Roth 401(k)s could get a boost from the SECURE Act
The seldom used accounts, available in most employer-sponsored plans, could see increased interest given the elimination of the stretch IRA
Specialized financing leverages art to buy more art
Bankers help wealthy clients use planes and other assets as collateral
Why now is just the time for more international investments
Some advisers point to the recent lost decade for non-US equities as just the reason to go more global
Secure Act’s big impact on affluent clients
The massive changes to the rules around retirement savings are creating opportunities for advisers
Why now is the time to sell family businesses
Unload firms before the economy or politics take a turn
Family offices pour into $787 billion private debt market
Private loans have boomed since the financial crisis as banks pulled back from lending to smaller, riskier companies
