High Water Women, a nonprofit group composed of women in the hedge fund industry, is on a high-growth curve when it comes to helping the needy.
Members of the exclusive Tiger 21 investment club have a cautious attitude toward equities and the economy, according to a recent survey.
Wealthy investors see opportunities in emerging markets, but are hesitant to invest because of a lack of knowledge about the category, according to a new survey.
The new IRS Offshore Voluntary Disclosure Initiative gives taxpayers another chance to fess up about their foreign bank accounts.
Envestnet|Pmc, the portfolio consulting group of Envestnet Inc., has
launched a program designed to help advisors identify high-performing liquid alternative strategies.
A new surveys shows that more than two-thirds (68%) of
high-net-worth individuals have let their emotions get in the
way of making the best investment decisions.
by Deborah L. Jacobs
Advisors will profit if wealthy give to family now. But will clients suffer donors' remorse?
What the Pactolus River did for King Midas (allegedly it was the source
of his wealth) Alan Harter says he intends to do for his Midas-wealthy
clients at Pactolus Private Wealth Management, at...
The vast majority of affluent baby boomers believes they will enjoy a
retirement lifestyle more active-and prosperous-than their parents', according to a new survey.
Over 500 U.S. charities were good enough to be rated last year by The
American Institute of Philanthropy...
by
Ray Fazzi
Bigger is better, except when it's not-as evidenced by new research
showing that large private equity firms underperform their smaller
counterparts.
A new white paper by Credit Suisse looks at how ultra-high-net-worth individuals can make philanthropic activities more strategic and sustainable.
If Nuveen Asset Management's New Year's resolution was to be bigger and
better, the Chicago-based boutique investment affiliate of Nuveen
Investments moved toward that goal on December 31 by...
International giving by U.S. foundations in 2009 declined from the record level posted in 2008, but at a slower rate than the decline in domestic giving, according to a new report.
Endowments, foundations and other charitable organizations have never had clear blueprints regarding investment management-until now.
Sanders Morris Harris Group Inc. announced it will buy a controlling interest in Global Financial Services, creating a Houston-based operation with $16 billion under management.
Stung by the financial plight of retired professional athletes, a former money manager has created a database to help open up this market to financial advisors.
The very wealthy have not followed the overall economy when it comes to charitable giving and have not
significantly curbed their philanthropic impulses, according to a Bank of America Merrill Lynch...
While India continues to rank as one of the poorest countries on earth, the number of its extremely wealthy has
risen dramatically in the wake of that nation's financial crisis.
"The reports of my death are greatly exaggerated," Mark Twain famously
said upon hearing that his obituary had been published in the New York
Journal...
