Company Profiles
September 19, 2023

New Shareholder Activist Platform Intends To Impress Wealth Industry

This publication recently interviewed a new shareholder activism platform and app under the name of

People Moves
August 1, 2019

Military Veterans-Turned Advisors Join Raymond James; LPL Financial Adds Advisors

A firm formed by a former Navy officer and an ex-member of the US 82nd Airborne Division has joined

Alt Investments
January 25, 2018

Melinda Gates Invests In VC Firm Founded By Women; Fund Tops Target Range

Said to be the largest VC firm founded by women, Aspect Ventures has raised money towards the top

Strategy
May 15, 2017

GUEST ARTICLE: You Can't Judge A Book (Of Business) By Its Cover

Buying a book of business should not be regarded as a panacea, or as a substitute for developing a

Strategy
April 20, 2017

GUEST ARTICLE: How Not To Annoy Wealth Firms - Lessons For Alternative Managers

All kinds of failures and missteps by purveyors of alternative investments can annoy wealth

Offshore
May 4, 2016

GUEST ARTICLE: The Panama Papers - How Not To Hold Assets Offshore

A prominent US lawyer takes aim at the continuing drama around the Panama Papers.

Legal
September 15, 2014

US, EU Hit Russia With More Economic Sanctions

Western nations have launched a new round of sweeping economic sanctions against Russia, targeting

Strategy
March 17, 2014

Citigroup Weighs Market, Economic Risks Amid Crimea

Citigroup analysts have laid out what is at stake in yesterday’s referendum in Crimea, as the

Investment Strategies
March 4, 2014

UBS Lays Out Three Scenarios On Russia/Ukraine Crisis

With events moving so fast as to make specific forecasts difficult, Swiss banking firm UBS has set

Surveys
December 13, 2011

Wealth Firms Developing Capabilities Despite Tough Markets