The SEC will likely unveil a plan in the coming weeks for updating the accredited investor standard, a bedrock that lays out the criteria for investing in riskier -- and potentially more lucrative -- private funds, said two people familiar with...
Commissioners Jackson and Lee are at it again, urging commenters to help the agency strengthen a new proposal on the use of leveraged and inverse funds.
Beverly Flaxington, founder of The Collaborative, details her approach to sales training and how to conduct a meeting with a prospect.
Good advisors smartly allocate investment fees, not just assets. Here’s a yardstick that can help.