What's in a Name? New SEC Rule Demands Transparency in Fund Names
The SEC approved a rule that requires investment funds to accurately reflect their investment focus in their names.
Four Factors Driving Growth In Family Office Wealth Tech
Wealth tech is already a +$5bn industry and expected to be three to four times that size by 2030, not quite the same growth rate as Moore’s Law.
Financial Seminar Service's "Edge" Reservation Platform Announces Integration with Redtail Technology CRM
FSS, a leading provider of seminar marketing services that caters to the financial industry, today announced an integration with Redtail Technology.
Secrets Of The Only Manager Who Beat The Post-2008 NASDAQ
(Bloomberg) -- For active managers, the math is stark. Out of thousands of mutual funds, literally only one beat the Nasdaq 100 over the last five, 10 and 15 years. It did so by boiling down stock picks to about two dozen companies and riding almost all of them to gains.
Ron Baron, the 80-year-old Wall Street veteran who still oversees the fund, says his secret is combining an unwavering faith in entrepreneurs like Elon Musk with just enough paranoia to call firms in his portfolio almost every day to make sure nothing is amiss.
Intention.ly Launches Advisor Brand Builder, a New Marketing Technology for Financial Firms
Streamlined 20-minute, interactive discovery workflow and brand asset generation engine will revolutionize the financial advisor branding experience.