The Motley Fool

FEBRUARY 5, 2025

Interval funds are closed-end investment companies that might appeal to investors looking for different ways to diversify their portfolio by providing access and exposure to illiquid strategies or alternative assets. Consult with a tax advisor to understand the potential tax implications of investing in these products.

Mutual Funds 130

Mutual Funds Funds High Net Worth Individuals Hedge Funds 130

Private Equity Wire

NOVEMBER 13, 2023

LPs are becoming increasingly informed and demanding when it comes to sustainable portfolio performance. Since the inception of our strategy, we have allocated two dedicated professionals to these critical ESG and impact matters, serving our 16 portfolio companies. Impact is completely embedded throughout our investment process.

High Net Worth Individuals 98

High Net Worth Individuals Exit Strategy Consulting Consultants 98

Sara Grillo

DECEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years.

Consulting 52

Consulting Consultants High Net Worth Individuals Taxes 52

Pension Pulse

SEPTEMBER 6, 2023

In July, the regulator published new guidelines for the sector, which among other things, called for portfolio valuations each quarter. They also require that funds disclose certain fee structures, and bar them from offering some investors preferential treatment when it comes to their portfolio exposures and ability to cash out.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Big Picture

JULY 2, 2024

So you could cherry pick your own portfolio. Frequently contingency lawyers are the original litigation funders, but in order to put together a diversified portfolio, they only have so much time. Oh, and you’re not gonna pay for a consultant or an expert if it’s simple, but look how complex it is.

Legal 59

Legal Hedge Funds Finance Financing 59

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

Indigo Marketing Agency

MARCH 19, 2025

Instead of a headline like Optimize Your Wealth Portfolio for Maximum Returns, try something easier to comprehend like: Grow Your Retirement Savings Faster. If you need help crafting high-converting ads that expand your reach, lets talk! Action Steps: Use simple, direct language that immediately communicates the value of your services.

High Net Worth Individuals 52

High Net Worth Individuals Best Practices Consulting Consultants 52

The Motley Fool

JANUARY 30, 2025

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. In Argentina and Uruguay, we renewed our portfolios with Santander for a long-term agreement with a focus on growing affluent.

Banks 130

Banks Accounting Taxes High Net Worth Individuals 130