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Inside the Current Issue

  • Delicate Matters

    N.Y. Yankee Alex Rodriguez is among the wealthy, high-profile clients who have called upon Guidepost Solutions’ Andrew O’Connell to handle sensitive personal security issues.

  • Bloodless Diamonds

    The Clarity Project wants to support African diamond-mining communities with a business that brings wealthy buyers into the mines.

  • Turmoil's Upside

    Event-driven hedge funds ride the winds of change to deliver consistent performance with relatively low volatility.

  • Banking On Small Business

    Brendan Ross’s Direct Lending Income hedge fund focuses on filling neighborhood businesses’ unmet need for credit.

  • Top Hedge Fund Wins Obamacare Bet

    Glenview Capital Opportunity Fund excelled on the strength of its aggressive focus on health-care equities.

  • Legacies For The Living

    Trends and buzzwords are abundant in this business and one topic that’s getting a lot of traction these days is the idea of using wealth to leave a mark on the world. In other words: legacy.

  • Fidelity Private Wealth Shutdown Puzzles Analysts

    Fidelity’s decision to consolidate its Private Wealth Management unit into two other divisions is a curious move at a time when competitors are touting their stand-alone operations.

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Financial Advisor Blogs

Portfolio Manager Insights

Impact Investing

  • 'Impact' Trumps SRI Among Wealthy Investors

    Impact investing seems to be edging out traditional “socially responsible investing” in attracting the investment dollars of ultra-high-net-worth investors, according to new research and industry observers.

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  • Investing In Hurricane Sandy

    Community Capital Management's mutual fund will dedicate $100 million of its fund assets for Hurricane Sandy recovery and rebuild projects.

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  • The Impact 50

    ImpactAssets, a nonprofit financial services company, has updated its manager database for advisors and investors allowing people to better find impact investment managers.

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