For those who couldn't make Tiburon Strategic Advisors' CEO Summit, here are the 15 most interesting, salient or surprising data points delivered to attendees during the opening session on Tuesday, Oct. 8.
Sometimes it seems as if the wealth management industry is about 20 years behind when it comes to technology, which is why there are dozens of firms all seeking to bring better “solutions” to advisors and clients around asset aggregation, performance metrics, investment planning and transparency. But few have the engineering firepower of Addepar, thanks in part to its co-founder Joe Lonsdale.
Few public figures can move markets like the chairman of the Federal Reserve. The individual whose charge is to coordinate monetary policy by setting (some would say manipulating) interest rates to keep the value of money sound and the economy growing at a sustainable clip is to many the only oracle that really matters. Vice Chairman of the Federal Reserve Janet Yellen is widely seen as a seamless transition...
Sometimes events overtake us. As we deliberated over this year’s list of candidates for our annual “Ten to Watch” list, we admit that John Michel, president of the former BloombergBlack, was close to making the cut.
We look at succession planning for advisors —an event that can either be a rewarding end to a principal’s career or a disappointing fade to black with little to no effort to pass the firm on, transition clients to younger advisors or monetize the business to leave behind a financial legacy.
Algorithmic-based trading dominates exchanges and scares many traditional investment managers who suspect the machines have an unfair edge. But research suggests while you rarely win trading against a computer, markets overall are better for it.
K. Geert Rouwenhorst was among the first to consider commodity futures as an asset class, and his thinking is behind the proliferation of commodity future ETFs. He gave advisors attending the IMCA conference this week a primer on why commodity futures can play a role in an investment portfolio.
IN a small village a half an hour off the main road in Nepal is where Margaret Graff came face to face with the horror stories. Young women told her of being taken from their families and forced to work for pennies in brothels and circuses in India.