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Acquiring IPI, which has about 1,100 members who have combined assets of approximately $50 billion, strengthens Campden’s footprint in the U.S. and adds a “ready-made membership” who can exchange information with the company&...
Misperceptions about what hedge funds do need to be set straight. Individuals won’t be able to make educated investment decisions about them unless they understand what they are—and are not.
American Funds, the nation's second-largest fund family, recorded substantial asset outflows last year. Yet, the fund family has been ultra-successful over the long term. Is it time to buy American Funds?
Does disclosure work? Daylian Cain, a professor at the Yale School of Management, says that while it's often necessary, it doesn't work the way regulators expect. His research shows it can actually diminish the quality of advice offered and leave...
Practice management support is the name of the game for the big players in the custodian market. But while competition is fierce, innovations are small and gradual.
Affluent women are more concerned and less confident about retirement than affluent men, while younger investors who have more than $250,000 in investable assets have become surprisingly conservative about investing for retirement, according to a...
