Risk Management

 9 10 11 12  

Broad Diversification Is For Lazy Advisors, Contrarian Manager Says

by

Gary Davis of GCI Investors says the best approach is to hone in on a handful of well-researched companies.

Omicron Hits U.S. Small Firms, With One-Third Posting Sales Drop

by

Seattle, New York and Washington, D.C. saw a spike in temporary small business closures.

Managers See The 'Balance' In Balanced Portfolios Is Shifting

by

Investors are looking to hedge funds and commodities for returns, K2 Advisors says.

Foreign Stocks Will Beat Domestic This Year, Bob Doll Says

by

Investors would be wise to be diversified by asset class and geography, the Crossmark CIO said.

CEOs Are Worried About Losing Their Jobs In 2022

by

Covid-19 didn't even register among their top 10 concerns, a survey said.

Young Investors Flirt With Riskier Investments, Schroders Says

by

Market uncertainty is prompting a search for returns, a global study shows.

Firms Examine Diversity Progress

by

A lack of diversity can hurt a firm's bottom line, CFP Board's Center for Financial Planning panelists say.

SEC Loosens Constraints On Some Shareholder Resolutions

by FA Staff

Shareholders are able to file more social and environmental resolutions under new SEC guidance.

10% November Market Correction Predicted By DeVere Group

by FA Staff

Volatility will result from Federal Reserve actions, deVere CEO Nigel Green says.

iCapital Launches Funds For Accredited Investors

by FA Staff

The four new funds will offer investors access to alternative markets, iCapital said.

Advisor Group Firms Get Access To Cybersecurity Safety Platform

by FA Staff

Cybersecurity software firm Entreda has acquired Privva to expand risk assessments for Advisor Group.

Scissors Vs. Knives

by ,

Wealth managers need better tools to dissect risk.

Active Managers Face Challenges, Including Inflation, Natixis Panelists Say

by

A "clean read" on inflation's trajectory may not be available for months, strategists said.

How Democrats Could Tax Companies More Without Undoing Trump's Tax Cuts

by

Policymakers have plenty of ways to raise revenue that do not require an increase in marginal tax rates.

Returns Top Perks For Private Banks Wanting To Keep Clients, BNY Mellon Wealth Management ays

by

Risk management and returns are valued over concert tickets or other rewards, according to a bank study.

Democrats Float $10,000 Threshold For Bank-Account Reporting

by

A $10,000 threshold still leaves many non-wealthy Americans with a bank account subject to federal surveillance.

Small Caps Set To Take Off, Royce Investment Partners Says

by

Cyclical small caps present the best investing opportunities, according to Francis Gannon.

Sustainable Investing Now A Standard Practice, Survey Says

by

Europe and Asia lead in adoption of sustainable investing and regulation, FTSE Russell says.

The Very Rich Already Have A Plan To Escape Biden's Tax Increase

by

A niche strategy called private placement life insurance could become more mainstream as the rich seek to avoid the taxman.

Global Investing Is Key To Returns, Aspiriant Says

by

Equities are overpriced in the U.S., according to the company's managing director.

 9 10 11 12