venture capital

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  PENSCO-Lincoln Trust Merger to Create $10 Billion Alternatives Custodian

  By Joyce Hanson, AdvisorOne  |  February 22, 2012

  "PENSCO is creating a firm with institutional scale and national reach to handle the accelerating growth of alternative assets across the U.S.," says CEO Kelly Rodriques.

• Who’s Really ‘Rich’?

  By Ronald Delegge, ETFguide.com  |  December 26, 2011

  A national debate about “rich” versus “poor” has erupted. We’re told the contest is between the top 1 percent of all income earners against the bottom 99 percent. We are also told the top 1 percent represents not just the dreadful essence of evil, but that they are “rich.” What...

• Alternatives All the Rage

  By Janet Levaux, AdvisorOne  |  September 29, 2011

  New research has found that 78 percent of all advisors are using alternative investments within client portfolios, according to Cogent Research, mainly for diversification and with some variation related to channel differences and other factors.

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  New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee

  By Marlene Y. Satter, AdvisorOne  |  September 8, 2011

  This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.

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  Is the Carried Interest Loophole Closing?

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  September 5, 2011

  The Tax’s Court’s decision in Dagres v. Commissioner brings 'carried interest' into question.

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  Most Advisors Using Alternative Investments, Study Finds

  By Janet Levaux, AdvisorOne  |  September 1, 2011

  New research has found that 78% of all advisors are using alternative investments within client portfolios, Cogent Research said Tuesday, mainly for diversification.

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  Why You Need to Build a Sustainable Business

  By Louise Barnes, Timothy Welsh  |  June 1, 2011

  Consider this recent client conversation that a prominent financial advisor, Jim, recently had with one of his largest clients ...

• SEC to Meet Dodd-Frank’s July Deadline on ‘Switch,’ Private Fund, Venture Fund Advisors

  By Melanie Waddell, AdvisorOne  |  May 1, 2011

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  SEC to Meet Dodd-Frank's July Deadline on 'Switch,' Private Fund, Venture Fund Advisors

  By Melanie Waddell, AdvisorOne  |  May 1, 2011

  The SEC says that while it will adopt final rules by July 21 implementing three provisions of Dodd-Frank involving the “switching” of advisors to state registration, as well as private fund and venture capital fund advisors’ registration with the SEC, the agency will also lengthen the date for complying with...

• An Appetizing Investment

  By Jeff Joseph  |  April 1, 2011

  An advisor recently wrote me to inquire how to best illustrate that the start-up restaurant investment his high-net-worth client was contemplating was a bad idea.