Investment Management Roundtable Discussion – Data Privacy and Security
Lathrop GPM attorneys Allie Itami and Sara Hire will walk through key legal and tax considerations that arise when retirement accounts grow beyond personal retirement needs. From alternative investments to estate tax...more
As the SEC has issued a number of final or proposed rules affecting broadly the conduct of broker dealers and investment advisers in the past few years, I have received a lot of questions about new compliance concerns....more
A Cerulli report (for purchase) shows interest in alternative investments is growing, with mean allocations climbing to 7.2%, up from 5.7%. Nearly 40% of all advisers used alternative funds, excluding liquid alternatives. ...more
A survey from AIMA and PwC shows investors expect more from alternative fund providers globally. Overall outcome as opposed to raw performance is the key indicator for most investors, who are also looking for better,...more
AllianceBernstein reached an agreement with iCapital Network for a white label platform to allow high-net-worth investors at registered investment advisory firms and multifamily offices to access its alternative investments...more
Wealth Management had the opportunity to interview Mike Gill, Portfolio Manager, and the investment committee of Cornerstone Advisory....more