Search results
JD Supra: New Privacy and Cybersecurity Obligations for Private Fund Sponsors and Managers
JD Supra· 3 days agoLast week, the Securities and Exchange Commission imposed expanded privacy and cybersecurity obligations on fund managers and sponsors registered with the SEC as ...
The Department of Labor's Final Investment Advice Rule | JD Supra
JD Supra· 3 days agoOn April 25, 2024, the Department of Labor (“DOL”) published in the Federal Register its final regulation on its "fiduciary rule" (the "Final Regulation") clarifying when ...
Financial Markets and Funds Quick Take | Issue 27 | JD Supra
JD Supra· 7 days agoKatten's Financial Markets and Funds Quick Take is a monthly newsletter highlighting key noteworthy developments potentially affecting financial...
Recent uptick might appease Alliance Pharma plc (LON:APH) institutional owners after losing 19% over...
Simply Wall St. via Yahoo Finance· 15 hours agoHedge funds don't have many shares in Alliance Pharma. The company's largest shareholder is DBAY ...
With 83% ownership of the shares, Virtus Investment Partners, Inc. (NYSE:VRTS) is heavily dominated...
Simply Wall St. via Yahoo Finance· 3 days agoWith 13% and 4.5% of the shares outstanding respectively, The Vanguard Group, Inc. and Dimensional...
I’m Retirement Age: These Are the Money Mistakes I’m Glad I Made When I Was Young
GOBankingRates via Yahoo Finance· 1 day agoEveryone makes mistakes. Additionally, people in their 20s are perhaps the most prone to mistakes...
Cutting Expenses in Retirement: 5 Ways To Save on Transportation Costs
GOBankingRates via Yahoo Finance· 9 hours agoAccording to RetireGuide, the average retiree spends 12% of their monthly budget on transportation....
Redwood Investment Management's Redwood Real Estate Income Fund Celebrates Outstanding First Year
FOX 23 News Albany· 3 days agoLaunched on June 23, 2023, the Redwood Real Estate Income Fund is designed to offer all investors, including non-accredited and non-qualified individuals, access to private real estate debt ...
Could you explain the difference between the Advisor Workstation sub-segment and the Morningstar...
Morningstar· 6 hours agoFor wealth managers and advisors, Morningstar offers a connected suite of tools spanning proposal creation, investment research, investment< ...
Individual investors account for 47% of dentalcorp Holdings Ltd.'s (TSE:DNTL) ownership, while...
Simply Wall St. via Yahoo Finance· 2 days agoGraham Rosenberg, who is the second-largest shareholder, also happens to hold the title of Chief...