Advent Announces CEO Succession Plan
Pete Hess, Advent’s President, to Succeed Founder Stephanie DiMarco as CEOread more...
View ArticleClik here to view.
Advisor Pricing Transparency: Useful Tool or Road to Walmart?
Knowing what to charge for advisory services is as easy as calculating 1% of the assets managed, right?read more...
View ArticleClik here to view.
NASDAQ Wins Big in Battle for Facebook
Not long ago, the NASDAQ was the undisputed leader in listing tech stocks. Then the New York Stock Exchange entered the fray, courting and winning the likes of LinkedIn, Pandora, and Yelp.read more...
View ArticleClik here to view.
Are Institutional Investors Now Pioneers in Alternative Asset Investing?
The assumption that institutional investors invest in alternative assets via hedge funds of funds is no longer valid. As institutional investors gain confidence as they grow in their learning curve...
View ArticleClik here to view.
Pending Advisor Legislation Sparks Debate
The Chairman of the House Financial Services Committee has introduced a bill that would require thousands of SEC-registered and state-registered RIAs to belong to a new national investment adviser...
View ArticleClik here to view.
A Balancing Act: Managing Due Diligence and Delivering Returns
Seeking to deliver better returns that most domestic securities offer, asset management has changed for endowments and foundations along with defined contribution plans and necessitated increasing...
View ArticleClik here to view.
Clik here to view.
Advent Named âBest Technology Providerâ by Citywealth
On May 10th, Advent won the Citywealth Magic Circle Award for âBest Technology Providerâ at a ceremony held in London. This is the awardsâ 7th year, but the first with a Technology category, so...
View ArticleClik here to view.
FINRA Sets Eyes on RIA Regulation
Last year, the SEC was able to examine only 8% of the registered investment advisors in the US. During the same period, FINRA examined 58% of its member brokers.read more...
View Article
