As assets face increasing threats such as fraud, litigation, market crashes and cyberattacks, proactively protecting your wealth becomes crucial. In the U.S., many families face wealth destruction due ...

Companies rely on their cyber assets to effectively conduct business and transmit customer information. As organizations grow, scale up and acquire more customers, those cyber assets also sprawl to ...

Various industry surveys over the years have indicated that the larger an RIA gets, the more likely they are to leverage the services of more than one custodian. Over my 27 years in wealth management, ...

Strategy Shares Nasdaq 7 Handl™ Index ETF is a unique fund-of-funds ETF that aims to deliver a consistent 7% annual distribution rate. The HNDL ETF's portfolio is comprised of 19 ETFs, including U.S.

Asset allocation may have fallen out of favour prior to the GFC, but it is now critical to investment returns. That is the key finding of a new report from AMP Capital, which examines how financial ...

New rules, like the UK’s Financial Services and Markets Bill and the EU’s Crypto-Assets Regulation (MiCA), should be welcomed, argues Quant’s Founder and CEO, Gilbert Verdian. Republished with the ...

Asset classes vary when it comes to setting and calculating hurdle rates, determining catch-up provisions, and starting successor funds. In Goodwin’s Fund Terms Intelligence series, we highlight those ...

Rising interest rates haven’t slowed momentum for Greenwater Asset Management. The multifamily investment firm maintains an active pipeline of projects that it believes will translate into positive ...

Professor Bob Hudson explores the idea of an asset approach to community building and how it ties in with the concept of the Big Society but says that its development should not be seen as a way of ...

Conflicts of interest are inherent throughout the investment management industry. If you have your assets managed professionally by an investment adviser or are responsible for the oversight of other ...