There are plenty of generous grandparents out there who would love to help their grandchildren with their college costs. While that’s a wonderful instinct, the last thing that parents want is for grandma and grandpa’s generosity to...
As more wealth managers and multi-family offices outsource their investment decisions to third party asset managers, these assets managers are coming under greater scrutiny—and not just for their investment performance...
Nearly two-thirds of respondents (64 percent) to an online survey of investors conducted this spring by National Real Estate Investor and Marcus & Millichap plan to to boost the size of their commercial real estate portfolios over the next 12...
Mark Clancy is intimately familiar with the in’s and out’s of cyber hacking attacks. As managing director and Corporate Information Security Officer at the Depository Trust and Clearing Corporation (DTCC), Clancy’s job is to pay...
Fee-only advisors have a significant opportunity to go into the retirement planning business, said Gary Allen, a principal at Prudent Investor Advisors, an RIA specializing in retirement plans. During NAPFA’s annual conference in Salt Lake...
Ever since the first index-tracking fund was launched the early 1970s, investment pundits have been throwing brickbats at each as they debate the merits and the costs of active management. You know the argument. It basically boils down to this: &...
Multi-family offices have a tantalizing window of opportunity to meet a surge of demand by wealthy families looking for a primary provider of investment, planning and administrative services, according to Jamie McLaughlin, a veteran industry...
Larry Swedroe calls it the Holy Grail—the search for managers who can deliver returns that beat the appropriate risk-adjusted benchmarks. And it’s “a fool’s errand,” he adds; he spends much of his new book, The Quest for Alpha (John Wiley & Sons)...
