NEWS

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  Neuberger Berman trust arm unveils new CIO

  
  

  Neuberger Berman Trust Company has hired former Seven Bridges Advisors co-founder Richard Gardiner as its chief investment officer. You need to be logged in to … read more »

• Breckenridge launches private asset management division

  Breckenridge Insurance Group has formed a private asset management group division, to be led by specialist insurance expert Judith Pearson. You need to be … read more »

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  Florida firm swaps Sun for HighTower

  Sarasota, Florida-based Otto Group has joined the independent advisor platform HighTower from SunTrust. You need to be logged in to see this part of … read more »

• Investors refraining from downturn-induced panic

  Affluent investors are showing ‘more patience than panic’ in the face of market volatility, research from Legg Mason has found. You need to be … read more »

• WealthVest: Consider fixed index annuities for retirees

  Advisors who are evaluating portfolio components may want to look more closely at fixed index annuities, according to the findings of a whitepaper published by WealthVest. … read more »

• Oregon firm ‘defrauds 1,500 investors in $350m solicitation’

• ‘Brexit’ could have global negative repercussions

• Panel discussion: Is art an asset class?

• USCA onboards Texas team

FEATURES

The long and the short of it

Managed futures are among the favored vehicles for investment in commodities – but what type of exposure is best suited to a high-net-worth investor’s … read more »

How to find great stocks in a market sell-off

On National Women’s Day, Sandy Chaikin, co-founder of Chaikin Analytics, discusses how affluent female investors can engage with, and gain control of, their own … read more »

RESEARCH

Report analysis: Team-based advisors manage more HNW assets than solo practitioners

Team-based advisors generally attract and retain more affluent clients than their solo counterparts, a new report from PriceMetrix has revealed. You need to be … read more »

HNWIs seek out alts over commodities funds, says report

High-net-worth investors increasingly favored private equity, real estate, hedge funds and capital protection funds during the 2013-2015 period, a paper from CREATE-Research has revealed. … read more »