Daily News Analysis
9 May 2013
The Alliance for RIAs has unveiled a new white paper laying out business strategies for advisors and firms that are independent and want to remain that way. Realizing Your Ideal Model is the last paper in a four-part series entitled Creating Value and Certainty Within Your Independent Advisory Firm . The papers are based on the combined experience and observations of the six aRIA members, who collectively manage over $20 billion in client assets.
2 May 2013
Advisors need a new skill set to thrive in the post-financial crisis world, according to a new white paper from BNY Mellon and Caliper. Advisor and client attitudes have changed dramatically over the last five years, leading to a shift in the skills that are most in demand, the paper says . It looked at which personality types were most associated with success before and after the crisis.
23 April 2013
The active ETF space could provide the next growth phase in the exchange-traded funds industry, a new report says. SEI’s Strategy Brief: Active ETFs report, produced in collaboration with ETF Trends, says that it would be a “mistake to pigeonhole ETFs solely as index trackers,” and that the sector could be on its way to competing with mutual funds for market share . The active ETF sector consists of 56 products and $12.
11 February 2013
Foundation Source has released a new whitepaper, Guidelines for Private Foundations Investing in Hedge Funds, that outlines key points to consider when a private foundation’s portfolio includes investments in hedge funds. The report, aimed at financial advisors, underscores the following factors as vital aspects to think about when a private foundation’s portfolio includes investments in hedge funds: • Prohibitions on the foundation’s financial transactions with insiders; • Limitations on the foundation’s ownership interests in business enterprises; • Fidu . .
13 May 2013
The Alliance for RIAs, a group of such firms which collaborates on issues like growth strategies, has released a whitepaper laying out ways advisors can make their businesses more valuable to external buyers. The paper, called Myth vs Reality: What is Your Independent Advisory Firm Really Worth?, is the third in a series focused on creating value at advisory firms . It describes a concept called the “multiple gap,” which aRIA says often results in advisors thinking their firms are worth more than they really are.
13 June 2012
It's time to completely rethink personal financial services, according to Jeff Spears, co-founder and chief executive of Sanctuary Wealth Services.
14 February 2011
A new white paper, Issues Will Always Exist in a Family Business: Tackling Them Is the Real Trick, outlines the issues and opportunities the Myers family is tackling in the journey to build and maintain their legacy.
18 January 2011
A white paper published by Rockefeller Financial concludes that investors cannot ignore the ongoing trends of urbanization and wealth generation in Asia and the investment opportunities they create.
30 November 2010
Barclays Wealth surveyed 2,000 high net worth individuals around the world and found that close to a quarter regarded charity as a top spending priority.
6 December 2010
Long/short strategies continue to dominate the hedge fund landscape both in terms of number of managers as well as assets under management, according to a white paper published by Convergent Wealth Advisors.
News and Features
Comment and Analysis
As markets have been volatile, patchier liquidity will mean that capacity constraints on some hedge fund strategies have to be closely monitored to protect performance, FQS Capital, the hedge funds arm of a family office business, says.
17 May 2013
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
20 March 2013
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
4 April 2013
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
9 April 2013
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
8 April 2013
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
25 March 2013