Isaac Presley, CFA, is Director of Investments for Cordant Wealth Partners, a wealth management firm focused on serving current and former Intel employees. He leads the firm’s investment committee and directs the company’s investment strategy and research. In addition, he heads the firm’s blogging efforts on the Cordant Blog.
Overcoming the concerns about occupying a niche leads to several benefits for both an advisory firm and its clients. First and foremost, a specialized focus will make you, as an analyst, more knowledgeable about your clientele. Another major benefit is that you are a category unto yourself in the minds of your potential clients, writes Isaac Presley, CFA.
Former Intel CEO Andy Grove wasn't just a great businessman and leader. It turns out he was also a pretty smart investor. Isaac Presley, CFA, highlights several investing lessons from Grove's life and work.
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The European Commission has let pass a deadline to extend an equivalence regime for Swiss exchanges that ends July 1, a source says. Switzerland's failure to endorse a partnership treaty with the EU reportedly is the reason. Reuters (21 Jun.)
Vanguard is holding exploratory talks with private equity firms about offering clients access to private equity funds, sources say. The move would mark a major change for the company, which is known for low-cost funds that invest in publicly traded equity and debt. CNBC (23 Jun.)
The Financial Action Task Force is setting tougher standards for countries to oversee cryptocurrency exchanges to stem illegal activity. The industry welcomes the standards, says Global Digital Finance, a trade group representing cryptocurrency firms. Reuters (21 Jun.)
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