Why Brookfield Oaktree faces headwinds and tailwinds positioning for 2023
The tailwind has been the democratization of alternative assets, as companies such as BOWS provide a broader range of investors...
life insurance
Why it's too early to declare the 60/40 portfolio dead
He noted that the return on a fixed income portfolio is comprised of two components: price and accrued interest. Once...
Online Pharmacy Cuts Out the Insurers
Satish Srinivasan wants to push insurance out of direct involvement in prescription drug purchases. Srinivasan is the founder and CEO...
Investors Cutting Back to Pay for Essentials: Study
What You Need to Know A study from Wells Fargo & Co. shows that two-thirds of investors repeatedly check their...
Fintech Consultancy Intention.ly Buys C-Suite Social Media: Tech Roundup
The expanded pact was designed to “automate and bring new efficiencies to the alternative investment document and data workflows within...
Racial Equity Groups Team Up to Recruit Diverse Talent to Financial Services
What You Need to Know FARE and HBCU Connect held a hybrid hiring event to recruit top diverse talent to...
Should the DOL Limit Annuity Sales Commissions?
The Department of Labor (DOL) fiduciary standard that applies to financial advisors who offer investment advice and sell financial products...
Down Market? Leave Your Investments Alone, Louis Harvey Says
Nowadays, asset safety and protection are top-of-mind for most investors. Not surprisingly, their comfort zone is often cash. Yet many...
Family Offices Flourished in 2021: Study
What You Need to Know Collective wealth for North American family offices grew in 2021, despite the pandemic and other...
8 Market and Economic Predictions for 2023
7. DeVere Group: A More Positive Year Nigel Green, chief executive of financial advisory and asset management firm deVere Group,...
