Nick Williams, who will manage the fund, said, Following the sharp decline in valuations over the last two years, this asset class offers investors the opportunity to invest in a wide range of exciting companies from around the world at attractive levels. Our disciplined bottom-up investment process, combined with the top-down skills utilized in our other international strategies, aims to identify and exploit the opportunities now available.
A new survey found artificial intelligence was a top compliance-related priority for 85% of firms responding, while cybersecurity was only a concern for 37%.
LPL saw its net income swell while considering price changes meant to lower payouts on client assets.
Client testimonials tend to carry a lot of weight in AI results for online searches for advisors. But most firms still aren't using them.
Many factors work against women when they're saving for retirement, such as lesser lifetime income and career breaks for caregiving. Here's how advisors can keep their roadblocks in mind when planning.
Charitable remainder annuity trusts can be helpful, but advisors should be careful to follow new guidance issued by the IRS and U.S. Treasury Department.
SEC data compiled by Paithos Research suggests that the massive growth of RIAs looks much different when compared to their small net new clients.
