As wealth and asset management firms continue to raise the bar on what is offered to investors, direct indexing has emerged as the next frontier with some of finance's largest players making aggressive pushes into the space in order to offer further customization for high net worth clients.
As clients expect increasingly sophisticated portfolio analytics, wealth advisors should consider adding factor modeling capabilities to their toolkit.
Every day a new crisis –planning ahead for these eventualities helps to reduce the fear and anxiety a crisis can create, knowing that while you can’t control the future, you’re prepared for it.
Being home to a number of financial playgrounds, Asia has always boasted an incredible array of professional services, trade links and a deep rooted talent pool but 2020 and 2021 have been hugely formative years for Asia’s Family Office ecosystem.
A new study shows that the number of individuals worth over $30 million jumped by nearly 10% last year, driving one of the largest demands for prime real estate ever witnessed.
The Endowment Model of investing has taken the investment world by storm since it was popularized in the 2000s. While some endowments have generated out-sized returns, taken as a whole, endowments have delivered returns equal to a 70/30 index portfolio. This is a red flag for individuals investors
Make sure you provide enough instructions for your trustees to carry out your intentions but not such detailed guidance that the instructions become overly burdensome or likely to lead to litigation.
The dividends, interest, and realized capital gains which make up the normal growth of taxable account assets are often taxed at both the state and federal levels.
Berkshire Hathaway increased profit margins over 2020 and 2019 levels despite cost pressures. Operating earnings per share are now 24% above pre-pandemic 2019, benefiting from economic growth and share repurchases. Buffett’s annual letter took the form of an owner’s handbook for shareholders.
The rebound was not fueled by developments on the battlefield, but by investors viewing the drop, adding to equity markets already in correction territory, as a buying opportunity.
As investors react to the Russian invasion of Ukraine, financial advisors are pointing to the market's long term resilience in the face of prior geopolitical crises as reason to stay the course.