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Exchange traded funds are a popular vehicle for investors to gain broad passive exposure—but so are custom separately managed accounts. From tax efficiency to customization, a custom SMA may offer benefits that an ETF can’t. Watch and learn why it...
Hamilton Lane is acquiring Denver-based long-short equity fund manager 361 Capital, with more than $600 million of assets. It's the third acquisition in Hamilton Lane's 30-year history.
With the Democrats controlling the House, Senate and presidency, there’s the real possibility that donors will have a lot less disposable income to give away.
The findings from an investigation by the law firm Dechert showed how the disgraced adviser’s knowledge of the tax system and skill managing the affairs of the ultra-rich helped Black save at least $1 billion, and potentially more than $2 billion.