Do you have what it takes to be a successful financial adviser? To find the answer, the folks at MarketPsych surveyed a group of advisers. Not surprisingly, they found there was a strong correlation between a focus on client relationships and business growth.
There is a plethora of research that has documented a number of “irregularities” in self-reported hedge fund returns. These studies have found that some hedge funds reported smoothed returns, reported disproportionately more small positive returns than negative returns, and reported higher returns in December.
Iain W. McAra provides insight into the many benefits gained by firms claiming compliance with the Global Investment Performance Standards (GIPS®). He also discusses how firms can leverage compliance for stronger internal controls and better portfolio oversight.
In the second half of this interview with the CEO of Entegra Partners, Jim Butcher outlines the benefits of scenario planning, which he thinks is especially useful in these uncertain times.
Scenario planning is a valuable tool for all financial professionals, ranging from those in corporate finance to those in investment management. Part one of an interview with ex-Morgan Stanely/Entegra Partners' Jim Butcher.
How can investors better manage their portfolios in these turbulent times? This central question framed an engaging session led by Pranay Gupta, CFA, last month at the second annual India Investment Conference in Mumbai.
We are just two months shy of the deadline for the SEC’s new rules on family offices, which could shake up the way the ultra wealthy manage their affairs and prompt some consolidation in the industry.
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