iStock_000084975113_Medium

IRS proposal forces families in gifting frenzy

The IRS’ recently released proposed rules on gift and estate

Katherine Goh 26 August, 2016
Compass on old map

Dynasty Financial Partners, the national RIA network, has recruited Matthew

Katherine Goh 25 August, 2016
Virtual connection

US Bank Wealth Management, a $124bn wealth advisory servicing affluent

Katherine Goh 24 August, 2016
Virtual connection

US Bank Wealth Management, a $124bn wealth advisory servicing affluent

Katherine Goh 24 August, 2016
Compass on old map

Asset managers in the United States are continuing to pay

Katherine Goh 24 August, 2016
Virtual connection

In an increasingly competitive environment, one of the most challenging

Katherine Goh 22 August, 2016
Charging Bull sculpture in New York City

PAM Forum: Is the bull market in equities at its end?

“Do you feel the bull market in equities is at

Katherine Goh 25 August, 2016
Old oscilloscope  screen

On the Radar: O’Shares, AB’s Long/Short, Global X SuperDividend, AMREX’s dope new focus

PAM partners up with sister publication Fund Action to deliver

Katherine Goh 25 August, 2016
Baseball on white

Baseball players: more seasoned pro athlete clients

Brian Menickella and his team at Philadelphia-based wealth management firm

Katherine Goh 25 August, 2016

Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Five specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers