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Equities
ESG
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Alternatives
As Kushner’s Investment Firm Steps Out, the Potential Conflicts Are Growing
Kushner cultivated relationships with foreign officials, and 99% of the money placed with him by investors has come from foreign sources.
Investment Value of Nature?
Hardheaded investors think nature has an intrinsic value that can provide them with a return down the road.
Court Rulings May Limit Crypto’s U.S. Growth
In two big cases, the SEC is arguing that at least 20 cryptocurrencies qualify as securities. Rulings could apply across all digital assets.
Morningstar, iCapital Partner to Bring Advisors Alt Investments
Morningstar has teamed up iCapital to provide financial advisors with access to alternative investments and analytics.
Wealthiest Families Spend Fortune Luring Professors to For-Profit Lab
Tech magnate Michael Dell, the heir to the Subway sandwich fortune and an owner of the Boston Celtics are among the backers.
U.N. Seeks Repayment of $63.6 Million Former Official Invested
He lost a vast amount of U.N. funds by entrusting them to a man he met at a party, according to court filings.
1962 Ferrari Brings $51.7 Million at Sotheby’s
It has become the most expensive automobile from that Italian carmaker ever sold at auction.
World’s Largest University Endowment Posts Small Gain
Returns from these schools are watched closely because they pioneered putting money into hedge and private equity funds.
Ackman’s SPARC a Departure from SPACs
Ackman's new investment vehicle differs from SPACs in at least six significant ways. Wall Street has soured on SPACs. Will SPARCs be different?
Investing in Shrek?
An investing platform is planning an IPO that is expected to deliver royalties to investors in music from the popular movie franchise Shrek.
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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm
Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.
Judge Halts Rule Capping Credit-Card Late Fees
A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.
Inflation, Economic Uncertainty Upending Retirement Dreams for Many
Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.
Perigon Wealth Management Appoints Head of Advisor Success and Integration
Maria Daley has more than 30 years of experience leading business development and relationship management teams.
SEC Wants RIAs to Verify Customer Identities
The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.
Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds
Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.
Families to Save $10 Billion Annually in Credit Card Late Fees
This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.