Displaying 94 results
How to make risk management work for advisers
Instead of engaging in a debate over which 30-year-old approach to risk management is better, advisers can jump to the best of current institutional risk management approaches, adapted to the unique challenges presented by working with individual investors.
Goldman Sachs taps MSCI for risk data and analytics
Institutional investors now have access to data and analytics across both Goldman Sachs Marquee and MSCI RiskManager.
Diminished capacity creates new investment risk
White paper says financial services firms must adapt to the threat or pay the price.
As markets get frothier, advisers migrate toward alternatives
Survey shows 98% of advisers plan to increase or maintain client allocations to alts in the year ahead; the strategies most likely to see an increase in allocation are real estate, private equity and private credit.
‘Adoption is the next innovation’: Forecasting fintech in 2021 and beyond
The use of new technologies and solutions will mean fundamental shifts in the financial services industry
Don’t just sort of retire
Rather than stop working, many older advisers simply ‘retire in place.’ But are clients’ interests really that well served if you aren’t fully engaged?
Back to the office before year-end, say 83% of advisers
But a survey finds that 51% don’t have a plan for returning
Getting a handle on black swan events
Scenario analysis can do a better job of assessing market-rattling occurrences like COVID-19
Rich investors also face risk
Managers need to manage these risks to ensure their clients' net worth lasts for generations.
Hurricane-proof homes are available. Why isn’t anyone buying them?
Architects and engineers are devising better ways to protect buildings against extreme weather, but the innovations are slow to spread
A financial adviser’s guide to risk management software
Risk management software is getting a lot of attention following the new requirements introduced by the DOL fiduciary rule.
How firms document risk management and suitability practices needs to change
Advisers need scalable, standardized and easily supervised risk management systems in light of increased regulatory scrutiny
Troubled SAC Capital hedge fund becomes a family office
Breakfast with Benjamin is back. Today: SAC Capital is now a family office; gold and silver start to shine; navigating bonds with ETFs; another debt-ceiling fight; cheaper gas in 2014; and the biggest product flops of 2013.
Citigroup’s Mexican unit under FBI scrutiny for alleged fraud
Breakfast with Benjamin: Citi under the FBI microscope. Plus: Using P/E ratios to dispel bubble theories, re-calculating the size of the nation's oil reserves, big banks and big overdraft fees, GM and political grandstanding, and it's always a good time to teach kids about money.
Merrill Lynch advisers embrace a goals-based investing approach
Kathleen Delong, a senior Merrill Lynch adviser in Allentown, Pa., has embraced the emotional side of behavioral finance.
Rising stock market volatility is no “sell” signal
Strategists are still finding value in equities as the bull ages; more advisers warming to real assets.
The Ukrainian hornet’s nest: Advisers wary of touching it
Navigating an investment portfolio around Russia's increasingly aggressive move into Ukraine will not be easy, but there's no excuse for ignoring the potential risks — and maybe a opportunities — linked to the turmoil.
Consumers left in the loan lurch as big banks still hold off
Friday's menu: Consumers still left in the loan lurch. Plus: Which manager just jumped into the liquid alts pool? Some stocks for a rising-rate cycle; commodities are hot again; European banks ride the wave; and Merrill trims its housing outlook.
Net exposure: The long and short of it
Long/short strategies can play an important role in a portfolio, but they're not all created equal.
Living with market volatility
Breakfast with Benjamin: The bull run is not over; neither is the spike in volatility. Plus: The upside of suddenly cheaper stocks, JPMorgan's big miss, mutual fund investors always get creamed, placing speed bumps in front of high-frequency traders and not having Kathleen Sebelius to kick around anymore.
