Quantitative mutual funds, dubbed “black box” investments for their strict adherence to quantitative metrics and technical analysis, have come into vogue this year
Larry Fink is something of a rock star. For starters, Fink has built his asset-management company, the New York-based BlackRock, into the third-largest bond manager in the U.S., with some $450 billion in assets.
Kevin Rowell is no stranger to advisors. A longtime executive at some of the nation's largest broker-sold fund shops, he was recruited away from Charles Schwab in January to boost slumping sales at Pioneer Investments
What happens if you make an unsuitable variable-annuity sale, or simply fail to dot all your i's and cross all your t's in implementing the sale? That depends
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Advisors often have trouble convincing the wealthy to make charitable gifts while they're still alive. Indeed, for years, Ann Landers, the famous personal advice columnist, prodded her friend Warren E. Buffett, one of the richest men in the world...
At 9:00 p.m. on the evening of July 4, Jim Ruddy received an emergency phone call from a Nevada hospital room. Ruddy, president of the private family office Keswick Management Inc., is used to fielding calls from family members about financial...
Many family offices are paying close attention to the Securities and Exchange Commission's efforts to register and regulate hedge fund advisors. That's because last year, the SEC declined to treat an investment entity created for a family office...
