The performance of managed futures is languishing, but that hasn't diminished their appeal among financial advisers.
As 2008 rolls around, it will bring an important historical marker: The five-year anniversary of the bull market.
Very wealthy or entrepreneurial investors seek advice before they decide to donate to charity.
Advisers have a new, largely undiscovered and relatively inexpensive online database for prospecting for wealthy clients or for researching the giving habits of those they already have.
A stunning $4.6 million award against UBS Financial Services Inc. and two of its brokers late last month revealed how irate the arbitrators were with UBS.
When wooing Bancroft family heirs to sell him their controlling interest in New York-based Dow Jones & Co. Inc., K. Rupert Murdoch learned that money isn't everything.
Maybe the housing market isn't tanking after all. Hedge fund manager Louis Bacon, head of New York-based Moore Capital Management LLC, last month bought the Forbes family's Colorado ranch for what is believed to be the largest sum ever paid for a home purchase in the United States: $175 million.
As Securities America Inc. deals with the sting of losing one of its biggest advisers, the independent broker-dealer continues to tighten its compliance practices and procedures.
Despite the market's current volatility, the love affair between ultrawealthy investors and hedge funds is still torrid, according to a new survey by the Institute for Private Investors, a New York-based association for very wealthy families and their advisers.
More children could be trapped by the dreaded "kiddie tax" this year.
