Investing
From NBA Draft Hopeful to ‘Money Whisperer’ for Athletes
Joe McLean, MAI Capital's sports & entertainment managing partner, details his pivot from a basketball career to managing finances for top athletes.
#wealth management 9 articles
Investing
Davis Funds’ Chris Davis Discusses Generational S&P Outperformance
Chris Davis, Chairman and Portfolio Manager at Davis Funds, appeared on "Masters in Business," discussing his firm's multi-generational S&P outperformance. The conversation...
Investing
Three Quarters of Workers Off Track for Moderate Retirement Income
A new report from Pensions UK reveals 77% of workers are not saving enough for a 'moderate' retirement, which costs £32,700 for...
Investing
Retirees Underspend: Fear of Depletion Harms Lifestyle
Many retirees, driven by fear, underspend their savings, missing out on a fulfilling lifestyle. Morningstar research shows half use overly simple strategies,...
Investing
Gender Investment Gap: Young Women Advance, Industry Responds, Skepticism Remains
Online brokers are intensifying efforts to attract female investors with tailored campaigns and products, driven by both market opportunity and a widening...
Investing
Over 60: Four Financial Moves for a Better Retirement Experience
For individuals over 60 with robust retirement plans, a shift in focus from purely financial gains to psychological returns can enhance quality...
Investing
Investment Gap Widens: Industry Ramps Up Efforts to Attract Women
Despite targeted campaigns, the gender investment gap has expanded in the UK, with men comprising nearly 60% of investors. The financial industry...
Stocks
RWM Mobilizes 10-Person Team for San Francisco Client Blitz
Ritholtz Wealth Management is sending a ten-person team to San Francisco from April 14-16 for client meetings and a live 'Masters in...
Stocks
Ritholtz Wealth: $7.6 Billion Built on Organizational Alpha
Ritholtz Wealth Management details its 13-year journey from traditional portfolio management to a comprehensive "Organizational Alpha" model, now managing over $7.6 billion...