In anticipated amendments to guidance on the Securities and Exchange Commission’s marketing rule, the regulator’s Division of Investment Management has lightened the burden for registered investment ...

Defining success is an important but often ignored aspect of evaluating investment performance. Although performance reviews ...

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 ...

Investment performance and valuation analysis continue to stand at the forefront of financial research and practice, underpinning both the assessment of asset profitability and the strategic ...

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 rapid proliferation and adoption of generative artificial intelligence (GenAI) has sparked a revolution across many industries, including the financial sector. A newly published study by Alex Kim ...

AGNC (AGNC) had a pretty average quarter with results coming in a little weaker than I hoped. They raised a lot of money earlier this year but didn’t put it to work as aggressively as some peers. The ...

A new study released by Wealthtender reveals that Americans overwhelmingly value the human touch in financial advisory relationships, with investment performance taking a back seat to trust and ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

This paper examines Spain’s investment performance five years after the COVID-19 pandemic. As of 2024, investment had only returned to pre-pandemic levels and remained below historical fundamentals ...

SLR Investment’s (SLRC) had a slight outperformance based on our estimations. The dividend should remain unchanged in the near future. While SLRC continues to not be the “flashiest”/most outperforming ...