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  • Younger and More Diverse, RIA Marketing Execs Are Turning to Peers

    Younger and More Diverse, RIA Marketing Execs Are Turning to Peers

    • Alli Romano

    September 30, 2020

  • Bond Markets Endured a Brutal Liquidity Crunch. Here’s One Fix.

    Bond Markets Endured a Brutal Liquidity Crunch. Here’s One Fix.

    • Julie Segal

    September 30, 2020

  • The Future According to ChamathPalihapitiya

    The Future According to ChamathPalihapitiya

    • Alicia McElhaney

    September 30, 2020

  • Active Funds Dominate ESG — But Their Market Share Is Slipping

    Active Funds Dominate ESG — But Their Market Share Is Slipping

    • Christine Idzelis

    September 30, 2020

  • Sponsored

    Leveraging Excess Liquidity: IG Private Assets in U.S. P&C Insurance Portfolios

    • SLC Management

    September 30, 2020

  • Special Report: Opportunities for Insurers in IG Credit

    Sponsored

    Special Report: Opportunities for Insurers in IG Credit

    • SLC Management

    September 30, 2020

  • Sponsored

    IG Private Credit: The Fix for Fixed Income

    • SLC Management

    September 30, 2020

  • Elizabeth Warren Wants to ‘Break the Influence of Rich Folks’

    Elizabeth Warren Wants to ‘Break the Influence of Rich Folks’

    • Christine Idzelis

    September 30, 2020

  • Private Equity Funds Are Making Record Numbers of Buyout Deals

    Private Equity Funds Are Making Record Numbers of Buyout Deals

    • Amy Whyte

    September 30, 2020

  • Sponsored

    Attractive Opportunities in Investment Grade Private Credit

    • SLC Management

    September 30, 2020

  • Sponsored

    Income is a Primary Concern for Retirees

    • BlackRock

    September 29, 2020

  • Special Report: The New Way to Retire

    Sponsored

    Special Report: The New Way to Retire

    • BlackRock

    September 29, 2020

  • Sponsored

    Are Retirees Spending Their Savings Effectively?

    • BlackRock

    September 29, 2020

  • Facet Wealth Doubles Its Growth Rate, Raises $25 Million, and Introduces New Service For Employers

    Facet Wealth Doubles Its Growth Rate, Raises $25 Million, and Introduces New Service For Employers

    • Michael Thrasher

    September 29, 2020

  • RA Capital Is On a Fundraising Tear

    RA Capital Is On a Fundraising Tear

    • Stephen Taub

    September 29, 2020

  • The Pervasive, Head-Scratching, Risk-Exploding Problem With Venture Capital

    The Pervasive, Head-Scratching, Risk-Exploding Problem With Venture Capital

    • Kamal Hassan
    • Monisha Varadan
    • Claudia Zeisberger

    September 29, 2020

  • What to Do After Quitting Hedge Funds? Start a SPAC, of Course.

    What to Do After Quitting Hedge Funds? Start a SPAC, of Course.

    • Stephen Taub

    September 29, 2020

  • Former Whitebox PM Launches New Fund

    Former Whitebox PM Launches New Fund

    • Michelle Celarier

    September 29, 2020

  • Are GP Stakes Still a Sure Bet?

    Are GP Stakes Still a Sure Bet?

    • Amy Whyte

    September 29, 2020

  • Answering the Pandemic Challenge for Insurers

    Sponsored

    Answering the Pandemic Challenge for Insurers

    • Northern Trust

    September 28, 2020

  • Ron Rhoades Minces No Words

    Ron Rhoades Minces No Words

    • David Sterman

    September 28, 2020

  • Covid Response Boosts Green Metals

    Sponsored

    Covid Response Boosts Green Metals

    • CME Group

    September 28, 2020

  • Investors Remain Jittery After Biggest Equities Outflows Since March

    Investors Remain Jittery After Biggest Equities Outflows Since March

    • Christine Idzelis

    September 28, 2020

  • Jeffrey Gundlach Ponders Moving DoubleLine Out of California

    Jeffrey Gundlach Ponders Moving DoubleLine Out of California

    • Alicia McElhaney

    September 28, 2020

  • Some SPAC Stocks Are Surging

    Some SPAC Stocks Are Surging

    • Stephen Taub

    September 28, 2020

  • Are Endowments Contrarians?

    Are Endowments Contrarians?

    • Julie Segal

    September 28, 2020

  • Research Affiliates Finds No Value Explanation for ‘Exorbitantly Priced’ Tech Stocks

    Research Affiliates Finds No Value Explanation for ‘Exorbitantly Priced’ Tech Stocks

    • Amy Whyte

    September 28, 2020

  • Why Did Financial Flamethrower Zero Hedge Go All in on Conspiracy Theories?

    Why Did Financial Flamethrower Zero Hedge Go All in on Conspiracy Theories?

    • Alicia McElhaney

    September 28, 2020

  • II Confidential: Tracking Dan Kamensky

    II Confidential: Tracking Dan Kamensky

    • The editors

    September 27, 2020

  • REITs Are Recovering But Some Are on Shaky Ground

    REITs Are Recovering But Some Are on Shaky Ground

    • Gary Stern

    September 25, 2020

  • Marble Ridge Reaches Agreement With Neiman Marcus — but a Texas Judge Has Sharp Words for the Hedge Fund

    Marble Ridge Reaches Agreement With Neiman Marcus — but a Texas Judge Has Sharp Words for the Hedge Fund

    • Amanda Cantrell

    September 25, 2020

  • Tiger Crowd Steps Up Private Investing

    Tiger Crowd Steps Up Private Investing

    • Stephen Taub

    September 25, 2020

  • Welcome to FinTok, Where Day Trading, Options Investing, and Misinformation Reign

    Welcome to FinTok, Where Day Trading, Options Investing, and Misinformation Reign

    • Alicia McElhaney

    September 25, 2020

  • Alumni of BlackRock, Affirm, Google, and the SEC Join Fast-Growing Startup Vise

    Alumni of BlackRock, Affirm, Google, and the SEC Join Fast-Growing Startup Vise

    • Michael Thrasher

    September 24, 2020

  • The Transactions of 10,000 Accounts Informing a New, Addepar-Powered Investor Sentiment Tool

    The Transactions of 10,000 Accounts Informing a New, Addepar-Powered Investor Sentiment Tool

    • Michael Thrasher

    September 24, 2020

  • Quant Funds Struggle in 2020

    Quant Funds Struggle in 2020

    • Stephen Taub

    September 24, 2020

  • Ivy League Hedge Fund Managers Get Away With More

    Ivy League Hedge Fund Managers Get Away With More

    • Julie Segal

    September 24, 2020

  • Urban Exodus Fears Are‘Overblown,’ Says KKR

    Urban Exodus Fears Are‘Overblown,’ Says KKR

    • Christine Idzelis

    September 24, 2020

  • More LPs Are Investing With Managers They Haven’t Met — But Many Remain ‘Uncomfortable’

    More LPs Are Investing With Managers They Haven’t Met — But Many Remain ‘Uncomfortable’

    • Amy Whyte

    September 24, 2020

  • How Sustainability Will Be Fundamental to Progress: Six Ways the Corporate World Will Have to Change

    Sponsored

    How Sustainability Will Be Fundamental to Progress: Six Ways the Corporate World Will Have to Change

    • Schroders

    September 23, 2020

  • An Opportunity for Advisors: The Shortfalls in Saving for College

    An Opportunity for Advisors: The Shortfalls in Saving for College

    • Michael Thrasher

    September 23, 2020

  • The Multimillion-Dollar Expense Private Equity and VC Firms Are Under Pressure To Cut

    The Multimillion-Dollar Expense Private Equity and VC Firms Are Under Pressure To Cut

    • Amy Whyte

    September 23, 2020

  • Risk Premia Gets Crushed

    Risk Premia Gets Crushed

    • Julie Segal

    September 23, 2020

  • Carson Block Launches a Video Channel About — You Guessed It — Short Selling

    Carson Block Launches a Video Channel About — You Guessed It — Short Selling

    • Michelle Celarier

    September 23, 2020

  • Oxford University Has a Shot at Vaccine Billions. Or Does It?

    Oxford University Has a Shot at Vaccine Billions. Or Does It?

    • Amy Whyte

    September 23, 2020

  • Amid Market Turmoil, a Real Estate Manager Makes a New Bet

    Amid Market Turmoil, a Real Estate Manager Makes a New Bet

    • Julie Segal

    September 23, 2020

  • ‘Dean of Valuation’ Aswath Damodaran on FAANG Stocks, the Economy, and Companies Worth Buying

    ‘Dean of Valuation’ Aswath Damodaran on FAANG Stocks, the Economy, and Companies Worth Buying

    • Eric Uhlfelder

    September 22, 2020

  • Morris Mark Is Pushing 80 and Having the Year of His Life

    Morris Mark Is Pushing 80 and Having the Year of His Life

    • Stephen Taub

    September 22, 2020

  • Nassim Taleb — and Universa — Versus the World

    Nassim Taleb — and Universa — Versus the World

    • Julie Segal

    September 22, 2020

  • ‘Buybacks Are Simply Too Open to Abuse’

    ‘Buybacks Are Simply Too Open to Abuse’

    • Christine Idzelis

    September 22, 2020

  • Managers at Major Index Provider, Sushi Restaurant Charged With Insider Trading

    Managers at Major Index Provider, Sushi Restaurant Charged With Insider Trading

    • Alicia McElhaney

    September 22, 2020

  • Secondaries Funds Launched During Crises Have Outperformed

    Secondaries Funds Launched During Crises Have Outperformed

    • Amy Whyte

    September 22, 2020

  • Did BlackRock Foresee Nikola’s Woes?

    Did BlackRock Foresee Nikola’s Woes?

    • Michelle Celarier

    September 22, 2020

  • Amy Diamond Leaves Northwestern for USC CIO Gig

    Amy Diamond Leaves Northwestern for USC CIO Gig

    • Alicia McElhaney

    September 22, 2020

  • Why Hedge Funds Love Health Care IPOs

    Why Hedge Funds Love Health Care IPOs

    • Stephen Taub

    September 22, 2020

  • Goldman Sachs Is Officially All in on the RIA Custody Business

    Goldman Sachs Is Officially All in on the RIA Custody Business

    • Michael Thrasher

    September 21, 2020

  • A Startup Battles Snowflake, the New Tech Goliath

    A Startup Battles Snowflake, the New Tech Goliath

    • Julie Segal

    September 21, 2020

  • Aberdeen’s Bonaccord Teams Up With CAZ to Buy Stakes in Private Markets Managers

    Aberdeen’s Bonaccord Teams Up With CAZ to Buy Stakes in Private Markets Managers

    • Christine Idzelis

    September 21, 2020

  • Investors Have Bet Big That You Can Get Private Equity Returns in the Public Markets. A New Study Says Otherwise.

    Investors Have Bet Big That You Can Get Private Equity Returns in the Public Markets. A New Study Says Otherwise.

    • Amy Whyte

    September 21, 2020

  • Egregious Founder Shares. Free Money for Hedge Funds. A Cluster***k of Competing Interests. Welcome to the Great 2020 SPAC Boom.

    Egregious Founder Shares. Free Money for Hedge Funds. A Cluster***k of Competing Interests. Welcome to the Great 2020 SPAC Boom.

    • Michelle Celarier

    September 21, 2020

  • Why Financial Market Data is Moving to The Cloud

    Sponsored

    Why Financial Market Data is Moving to The Cloud

    • CME Group

    September 21, 2020

  • A Lawyer’s Blog Post Reveals a Tiff Between Morningstar and LPL Financial

    A Lawyer’s Blog Post Reveals a Tiff Between Morningstar and LPL Financial

    • Michael Thrasher

    September 18, 2020

  • Where Performance Fees Don’t Work

    Where Performance Fees Don’t Work

    • Amy Whyte

    September 18, 2020

  • Economists ‘Push Back’ on Arguments for Higher Inflation

    Economists ‘Push Back’ on Arguments for Higher Inflation

    • Christine Idzelis

    September 18, 2020

  • Elusive Family Offices Want Upstart Asset Managers… but Won’t Take Their Calls

    Elusive Family Offices Want Upstart Asset Managers… but Won’t Take Their Calls

    • Leanna Orr

    September 18, 2020

  • Jericho Capital Rewards Investors

    Jericho Capital Rewards Investors

    • Stephen Taub

    September 18, 2020

  • BlackRock Is a Friend to Advisors, Not Foe, Says CEO Larry Fink

    BlackRock Is a Friend to Advisors, Not Foe, Says CEO Larry Fink

    • Michael Thrasher

    September 17, 2020

  • How Dan Loeb Is Helping Anthony Scaramucci Recover

    How Dan Loeb Is Helping Anthony Scaramucci Recover

    • Michelle Celarier

    September 17, 2020

  • Allianz Faces Another Lawsuit Over Alleged $2 Billion Loss

    Allianz Faces Another Lawsuit Over Alleged $2 Billion Loss

    • Alicia McElhaney

    September 17, 2020

  • Ultra-Low Interest Rates Are Driving Insurers Into the Arms of Private Equity

    Ultra-Low Interest Rates Are Driving Insurers Into the Arms of Private Equity

    • Amy Whyte

    September 17, 2020

  • The ‘Paradox of Skill’ Adds to Active Management Woes

    The ‘Paradox of Skill’ Adds to Active Management Woes

    • Christine Idzelis

    September 17, 2020

  • The Mysterious London Traders Accused of Manipulating Oil Markets — and the Anonymous Hedge Fund, Rare-Coin Expert, and Day Traders Who Are Fighting Back

    The Mysterious London Traders Accused of Manipulating Oil Markets — and the Anonymous Hedge Fund, Rare-Coin Expert, and Day Traders Who Are Fighting Back

    • Leah McGrath Goodman

    September 17, 2020

  • How to Launch a Hedge Fund in a Pandemic

    How to Launch a Hedge Fund in a Pandemic

    • Julie Segal

    September 17, 2020

  • Jamie Sterne’s Skye Global Continues to Soar

    Jamie Sterne’s Skye Global Continues to Soar

    • Stephen Taub

    September 17, 2020

  • Larry Fink Is ‘Worried’ About Losing BlackRock’s Culture in the Pandemic

    Larry Fink Is ‘Worried’ About Losing BlackRock’s Culture in the Pandemic

    • Christine Idzelis

    September 17, 2020

  • A Case of Not Keeping One’s Word

    Sponsored

    A Case of Not Keeping One’s Word

    • Kessler Topaz Meltzer & Check

    September 16, 2020

  • Revised SEC Rules Could Help Large RIAs Advertise, Upheave Social Media

    Revised SEC Rules Could Help Large RIAs Advertise, Upheave Social Media

    • Gary Stern

    September 16, 2020

  • What’s Driving Averill’s Triple-Digit Gains

    What’s Driving Averill’s Triple-Digit Gains

    • Stephen Taub

    September 16, 2020

  • How CalPERS Plans to Pick Up the Pieces

    How CalPERS Plans to Pick Up the Pieces

    • Alicia McElhaney

    September 16, 2020

  • Bryn Mawr Is the Third Institution This Month to Nab a CIO from Carnegie Corp

    Bryn Mawr Is the Third Institution This Month to Nab a CIO from Carnegie Corp

    • Leanna Orr

    September 16, 2020

  • One of the Best-Performing Hedge Funds in Recent Years Just Got Richer

    One of the Best-Performing Hedge Funds in Recent Years Just Got Richer

    • Stephen Taub

    September 16, 2020

  • A Bitter Brew of Alleged Massive Fraud

    Sponsored

    A Bitter Brew of Alleged Massive Fraud

    • Kessler Topaz Meltzer & Check

    September 16, 2020

  • In Five Hours, Daniel Kamensky Destroyed His Career. Why?

    In Five Hours, Daniel Kamensky Destroyed His Career. Why?

    • Amanda Cantrell

    September 16, 2020

  • As Yields Fall, Another Startup Promises to

    As Yields Fall, Another Startup Promises to 'Revolutionize' Fixed Income

    • Michael Thrasher

    September 15, 2020

  • A Valuable Tool for Selecting Active Managers Just Got Even Better

    A Valuable Tool for Selecting Active Managers Just Got Even Better

    • Michael Thrasher

    September 15, 2020

  • How the World’s Second Largest Asset Manager Voted

    How the World’s Second Largest Asset Manager Voted

    • Julie Segal

    September 15, 2020

  • An Influx of VC Funds Could Be Coming From Banks

    An Influx of VC Funds Could Be Coming From Banks

    • Amy Whyte

    September 15, 2020

  • How Does Jeff Ubben’s Big Nikola Bet Look Now?

    How Does Jeff Ubben’s Big Nikola Bet Look Now?

    • Michelle Celarier

    September 15, 2020

  • Kingdon Capital Launches New Fund

    Kingdon Capital Launches New Fund

    • Stephen Taub

    September 15, 2020

  • II Confidential: Passing on Seth Klarman

    II Confidential: Passing on Seth Klarman

    • The editors

    September 15, 2020

  • How Black Culture Influences Financial Planning and Decision-Making

    How Black Culture Influences Financial Planning and Decision-Making

    • Jerilyn Klein Bier

    September 14, 2020

  • The Importance of Copper In China’s Economy

    Sponsored

    The Importance of Copper In China’s Economy

    • CME Group

    September 14, 2020

  • Bridgewater, Wall Street Journal Clash Over Gender Discrimination Report

    Bridgewater, Wall Street Journal Clash Over Gender Discrimination Report

    • Alicia McElhaney

    September 14, 2020

  • Quants Find No Premium From Small Stocks

    Quants Find No Premium From Small Stocks

    • Amy Whyte

    September 14, 2020

  • Hedgies Eye IPOs

    Hedgies Eye IPOs

    • Stephen Taub

    September 14, 2020

  • The Signals Coming from the Emerging Markets Petri Dish

    The Signals Coming from the Emerging Markets Petri Dish

    • Julie Segal

    September 14, 2020

  • Why I Broke Wall Street’s Code of Silence

    Why I Broke Wall Street’s Code of Silence

    • Anonymous

    September 14, 2020

  • Mercer Hires Goldman’s Samantha Davidson to Lead U.S. Outsourcing Unit

    Mercer Hires Goldman’s Samantha Davidson to Lead U.S. Outsourcing Unit

    • Christine Idzelis

    September 14, 2020

  • Sundheim’s D1 Is on a Tear

    Sundheim’s D1 Is on a Tear

    • Stephen Taub

    September 14, 2020

  • To Clients, Agreeing on Politics With Their Advisor Is Mattering More

    To Clients, Agreeing on Politics With Their Advisor Is Mattering More

    • Michael Thrasher

    September 11, 2020

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