Discover how the CIPM certification from CFA Institute elevates your skills in analyzing and presenting investment ...

Much of the focus on the Securities and Exchange Commission’s new marketing rule, which takes effect in November 2022, centers on the fact that investment advisors can now use testimonials and ...

In recent market discussions, experts have highlighted the advantages of private investment vehicles over traditional public market options such as the S&P 500. The analysis explains how private ...

The stock market is often a gauge of economic health and a potential gold mine for investors. However, the reality is that the average investor frequently fails to fully capitalize on the stock market ...

Jonathan Dash is founder of Dash Investments. As CIO, he is responsible for the firm's Investment Management and Asset Allocation decisions. From bull market to bull market over the past 10 years, ...

The SEC's newly unveiled guidelines around its Marketing Rule may prove to be a mixed blessing for investment advisors, as some of the brighter lines it draws may leave certain registrants offside and ...

The word fees surrounded by puzzle pieces with dollar bill money. Business and finance concept for costs, charges, commissions or penalties. In the world of investing, many investors focus primarily ...

After years of framework development, metric definition, and data collection, many investors are increasingly able to anticipate, measure, and manage the social and environmental results of their ...

Investment reporting is the process of creating and distributing detailed analyses of investment portfolios. These reports cover performance, asset composition, and investment strategies, and provide ...

CEO George Aylward highlighted the challenges in the first quarter due to market volatility, resulting in lower assets under management (AUM) and net outflows. Despite this, the company achieved ...

PennantPark is a BDC with a robust balance sheet with relatively low leverage and adequate liquidity. The company pays generous dividends and intends to switch to monthly distributions. The company is ...