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News
Who will manage your bank accounts and investments if you become incapacitated someday? Details here
10+ hour, 39+ min ago (597+ words) Most people make plans for what happens to their money after death, but few consider what happens if they are alive yet unable to manage their finances. An accident, illness or other incapacity could leave someone unable to make important…...
Hercules Capital’s Investment Adviser Surpasses $2.3B in Investable Capital
6+ hour, 45+ min ago (306+ words) ABF Journal Hercules Adviser, the wholly-owned registered investment adviser of Hercules Capital, has surpassed $2.3 billion in investable capital The milestone follows the closing of equity commitments across its newest institutional private credit vehicles Hercules Evergreen Fund (a perpetual, open-end fund)…...
Pamela Medeiros puts the investor’s plan first
11+ hour, 43+ min ago (386+ words) DiJones’s Head of Investment Management outlined how annual reviews, better onboarding questions and team development support more purposeful conversations with owners. In her Redefining Property Management session, Pamela described a shift towards proactive investment management, where the team sets a…...
Retirement Investors Reassess Portfolio Diversification
16+ hour, 41+ min ago (377+ words) The report comes as the World Gold Councilâs latest Gold Demand Trends data shows that, although investment demand moderated in the second quarter after a strong start to the year, bar and coin demand remained close to historical averages…...
Hong Kong Trust Tax Spurs Founder Share Sales
11+ hour, 53+ min ago (442+ words) Haidilao slumped after co-founder Shu Ping unloaded roughly $350 million of shares, sending the stock down 13% across two trading days to its weakest level since March 2022. The company didn't give a reason for the sale and didn't immediately respond to an…...
Vanguard Ranks Among Top Retirement Providers in JD Power 2026 U.S. Retirement Plan Digital Experience Study
16+ hour, 7+ min ago (399+ words) lifehealth.com Vanguard Ranks Among Top Retirement Providers in JD Power 2026 U.S. Retirement Plan Digital Experience Study Vanguard ranks third in website experience and fourth in mobile app experience, as participants increasingly engage through digital channels VALLEY FORGE, Pa., Sept. 10, 2026 /PRNewswire…...
DARRYL MOODLEY | How multimanagers are redefining returns
12+ hour, 49+ min ago (224+ words) The following forces have driven this evolution: Sanlam Investments Multi-Manager continuously scans the South African and global investment universes to identify skilful managers who can collectively give clients the highest probability of achieving their long‑term outcomes. Markets are volatile…...
China’s tax clampdown raises fears of founder share disposals
9+ hour, 39+ min ago (637+ words) In late July, China moved to tax offshore trusts held by its citizens. Published Sep 14, 2026, 10:00 AM BEIJING – Haidilao International Holding’s sudden slump after its co-founder sold about US$350 million (S$443.76 million) worth of shares is putting the spotlight on other stocks…...
Unisuper deepens advice capabilities with head appointment - IFA
9+ hour, 40+ min ago (394+ words) This comes as the Government has essentially greenlit the large superfunds too invest deeper in their financial advice capabilities following the announcement of the implementation of the ‘New Class of Adviser’ regime. “Advice has the power to change lives, not…...
Proportion of female fund managers falls for the first time in 8 years
16+ hour, 48+ min ago (66+ words) The Times Proportion of female fund managers falls for the first time in 8 years Progress on diversity has ‘gone into reverse’ in an industry that previously emphasised its importance, after a backlash inspired by President Trump £1 for 3 months Enjoy unlimited…...