Though the scope of an executor’s job varies wildly depending on the size and complexity of the estate she’s managing, here’s a broadly applicable checklist of responsibilities that your clients who become executors should consider.
Because the primary driver of returns in private equity is not market beta but rather the manager’s ability to successfully find, improve and exit their investments, it is critical to carefully evaluate a manager before investing.
Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.
Advisors are most likely to use variable annuities in clients’ portfolios for retirement income planning purposes, but they also turn to these products for principal protection and tax-deferred growth.
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More
You make sure you practice good diversification techniques when advising your clients on their portfolios. Now, with this webinar, you can discover a key way to diversify your practice, with a wider client base that is geared for future growth....More
Investors tend to look at portfolio risk in terms of geographic exposure or asset classes—but that's not always an accurate gauge. Taking a broader view of risk assessment can provide a better sense of how the portfolio will perform in volatile markets....More