Advent Announces CEO Succession Plan
Pete Hess, Advent’s President, to Succeed Founder Stephanie DiMarco as CEOread more...
View ArticleAdvisor Pricing Transparency: Useful Tool or Road to Walmart?
Knowing what to charge for advisory services is as easy as calculating 1% of the assets managed, right?read more...
View ArticleNASDAQ Wins Big in Battle for Facebook
Not long ago, the NASDAQ was the undisputed leader in listing tech stocks. Then the New York Stock Exchange entered the fray, courting and winning the likes of LinkedIn, Pandora, and Yelp.read more...
View ArticleAre Institutional Investors Now Pioneers in Alternative Asset Investing?
The assumption that institutional investors invest in alternative assets via hedge funds of funds is no longer valid. As institutional investors gain confidence as they grow in their learning curve...
View ArticlePending Advisor Legislation Sparks Debate
The Chairman of the House Financial Services Committee has introduced a bill that would require thousands of SEC-registered and state-registered RIAs to belong to a new national investment adviser...
View ArticleA Balancing Act: Managing Due Diligence and Delivering Returns
Seeking to deliver better returns that most domestic securities offer, asset management has changed for endowments and foundations along with defined contribution plans and necessitated increasing...
View ArticleAdvent Named âBest Technology Providerâ by Citywealth
On May 10th, Advent won the Citywealth Magic Circle Award for âBest Technology Providerâ at a ceremony held in London. This is the awardsâ 7th year, but the first with a Technology category, so...
View ArticleFINRA Sets Eyes on RIA Regulation
Last year, the SEC was able to examine only 8% of the registered investment advisors in the US. During the same period, FINRA examined 58% of its member brokers.read more...
View ArticleMoneyScience: Coronavirus and financial volatility: 40 days of fasting and...
Resource: Coronavirus and financial volatility: 40 days of fasting and fear (pdf) https://t.co/jnWLizx6OS â moneyscience (@moneyscience) March 10, 2020
View ArticleConsumption in incomplete markets
Abstract We develop a method to find approximate solutions, and their accuracy, to consumptionâinvestment problems with isoelastic preferences and infinite horizon, in incomplete markets where state...
View ArticleRational Panic on Markets Because of Coronavirus?
Financial markets are in panic mode. Everybody is talking about the next bear market and economic implications of spreading coronavirus to the whole world. People are split into two groups. One group...
View ArticleSpeech at the Council of Institutional Investors’ (“CII”)...
Speech at the Council of Institutional Investorsâ (âCIIâ) Conference Commissioner Elad L. Roisman Washington, D.C. March 10, 2020
View ArticleSEC Halts Fraudulent Offering By Florida Investment Adviser
On March 6, 2020, the Securities and Exchange Commission obtained an asset freeze and other emergency relief against Florida-based investment adviser Kinetic Investment Group LLC and its managing...
View ArticleMoneyScience: 151 Trading Strategies
Resource: 151 Trading Strategies https://t.co/Rld6DzHwd6 â moneyscience (@moneyscience) March 10, 2020
View Article"The next Amazon and Google will come up from the blockchain...
âThe next Amazon and Google will come up from the blockchain spaceâ: Interview with elrondâs CEO Beniaminhttps://t.co/HikjyNtmvx â CryptAssets (@CryptAssets)â¦
View ArticleAre there any ‘real’ ESG unicorns?
Unicorns (privately owned start-ups with a valuation of at least $1 billion) have long been the great sought-after beasts of the VC and PE worlds. But are they good for the planet? The unicorn boom was...
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