Outsourcing some, or all, of their investment management responsibilities lets advisors focus on more holistic financial planning and on managing their business ... traded fund to a model composed ...

Private-equity funds have long played a dominant role in providing outside capital for independent wealth management firms.

In what the firm calls a first for the asset-management industry ... and its Private Investments Fund, with $300 million of private equity assets. The models business may at some point become ...

Morningstar, a leading investment research firm, recently published an eye-opening report titled, "15 Funds That Have Lost ... potential and sustainable business models, but that are priced ...

In the future, the application will be expanded to core business ... model into its investment advisory services, potentially boosting information processing efficiency by 90%. Zhongou Fund ...

Chris Hughes is a Bloomberg Opinion columnist covering deals. Previously, he worked for Reuters Breakingviews, the Financial Times and the Independent newspaper. It’s quite easy to do bad deals ...