Zephyr’s Adjusted for Risk: Skill Over Style – Redefining Investment Success
Hear why allocators should move from backward-looking performance reporting to skill-based analytics that separate market/style exposure from repeatable manager skill.
Category: Online News Press
How Iran’s Islands Strengthen Its Hold on the Strait of Hormuz
A U.S. invasion of islands in the world’s most vital oil corridor would come with extraordinary risks.
U.S. Military Rescues Airman Stranded in Iran
An Air Force officer whose fighter jet was shot down in Iran was rescued by U.S. Special Operations forces in a risky Saturday night…
Average ETF Lifespan Collapses With Wall Street Antsy for Scale
The shorter lifespan comes as a record number of new ETFs enter the $19 trillion industry, where more than 1,000 products began trading last year.
SEC Claims Deceased Advisor Defrauded Clients of $1.68M
The SEC is suing the estate of John Brodacki, alleging he misused clients' funds for personal expenses and luxury items.
Girard, a Univest Wealth Division: Zeroing in On Quality
CIO Timothy Chubb lays out the firm’s investment philosophy, from exposure to international equities to extreme caution on evergreen funds.
Deal & Moves: Integrated Partners Lures $609M BXB from Ameriprise
In addition, Cerity Partners adds $1.1B Covenant Partners, EP Wealth pens fourth deal of the year and Savant Wealth splashes out with $6B Exencial.
$100,000 in Social Security Benefits Is Too Much
The U.S. government simply cannot afford Social Security. Cutting benefits for wealth retirees is an obvious first step.
Our Favorite Amazon Streaming Stick Is Almost Half Off
The Fire TV Stick 4K Max is great for the Prime Video devout and handles other streaming services just as well.
Five Tips for Navigating the Generational Divide in Philanthropy
Best practices to help wealthy families bridge the gap by embracing their differences.