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Despite a stock market that has roared above its March 2009 lows, here is how worried investors are: The traditional investments of U.S. dollars and Treasuries are viewed with skepticism. Where to hide? Kevin Kearns, the manager of Loomis Sayles'...
Is Greenwich, Conn., where a high concentration of New York-based hedge fund managers live in sprawling mansions with elaborately manicured grounds, the secret to the U.S. hedge fund industry's financial success? China seems to think so.
What factors impact marketability discounts in restricted stock transactions? Typically, an investor's expected holding period is the primary determinant of the size of the marketability discount. But the regulations governing restricted stock...
Just a small segment of the advisor industry accounts for most of the sales of variable annuities in the U.S., so for insurers who are concerned about the long-term growth of the industry, getting more advisors on board to peddle their products is...
Understanding today's affluent investor remains a hot topic for advisors. We see this by the ongoing stream of questions we get about our affluent research. This tells us that advisors are serious about retooling in order to better attract, serve...
How do you become an educated consumer when you're checking out colleges and universities? If you ask your clients this question, the answer you hear back will probably be something like this: Heck if I know. With so much at stake, it's a shame...
According to a recent survey conducted on behalf of American Express, 57 percent of twenty-somethings are still relying on their parents for financial support...
