Much of the focus on the Securities and Exchange Commission’s new marketing rule, which takes effect in November 2022, centers on the fact that investment advisors can now use testimonials and ...

The stock market is often a gauge of economic health and a potential gold mine for investors. However, the reality is that the average investor frequently fails to fully capitalize on the stock market ...

In recent market discussions, experts have highlighted the advantages of private investment vehicles over traditional public market options such as the S&P 500. The analysis explains how private ...

The SEC's newly unveiled guidelines around its Marketing Rule may prove to be a mixed blessing for investment advisors, as some of the brighter lines it draws may leave certain registrants offside and ...

The rapid proliferation and adoption of generative artificial intelligence (GenAI) has sparked a revolution across many industries, including the financial sector. A newly published study by Alex Kim ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

AGNC (AGNC) had a pretty average quarter with results coming in a little weaker than I hoped. They raised a lot of money earlier this year but didn’t put it to work as aggressively as some peers. The ...

The inaugural solution aims to address demand for accurate and real-time performance analytics, helping investment managers examine the effectiveness of their investment strategies. SimCorp has ...

CRM2 establishes rules for Canadian investment advisors to enhance transparency in client accounts. Understand its impact on cost disclosure and investment performance.

SLR Investment’s (SLRC) had a slight outperformance based on our estimations. The dividend should remain unchanged in the near future. While SLRC continues to not be the “flashiest”/most outperforming ...

The William & Mary Foundation, Marshall-Wythe School of Law Foundation, William & Mary Business School Foundation and Murray 1693 Scholars Foundation are all members of the 1693 Partners Fund. 1. Fund ...