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This case study looks at four family members aged 16-23 encouraged by their father to engage more deeply in the family's philanthopy. The report outlines the process the family members went through and lists seven key success factors.

Certain signals suggest that individuals are prepared to return to higher risk, higher reward markets. The combination of conditions in bond markets and the long-term outlook for the global economy have some analysts calling for what has been coined ‘The Great Rotation’ – a transformational shift of capital from bond funds to equity funds.

This study finds many companies still using divestments as a short-term tactical tool, often to raise cash or pay down debt. That’s no surprise given the difficulties many businesses have faced in terms of cash and credit since the financial crisis. However, in this prolonged period of low growth, divestments are likely to play a more strategic role in how global companies navigate uncertainty, meet their corporate objectives and create value for their stakeholders.

This study finds optimism returning to Europe’s real estate industry. Sentiment among industry leaders about the prospects for their businesses is more positive than at any time since 2008, despite the uncertain macroeconomic outlook. Equity for investment in prime commercial real estate is expected to increase, but bank debt is predicted to contract further.

This paper answers frequently asked questions on how health care reform will affect companies with more than 50 employees. The report includes sections on options available to employers, penalties for non-compliance and the industries impacted the most.

News purveyors provide a valuable service, balancing a need to report on noteworthy occurrences while appealing to multiple audiences. Unfortunately, there is often a material difference between what is newsworthy to an investor vs. a broader audience looking to be infotained. With entertainment a necessary ingredient, more titillating stories are often prioritized ahead of those of greater substance.

Investors and investor representatives are often uncomfortable with managed futures because they believe that it is a "zero sum game." This belief endures in spite of managed futures' consistent long-term returns with lower historical volatility than asset-backed securities such as stocks. This white paper looks at the benefits of futures trading as an investment strategy.

The U.S. Department of Treasury’s Financial Crimes Enforcement Network (FinCEN) announced the fourth in a series of deadline extensions for certain required filings in relation to foreign assets. FinCEN Notice 2012-2 extends the filing date for some filers of Form TD F 90-22.1, “Report of Foreign Bank and Financial Accounts (FBAR),” from June 30, 2013, to June 30, 2014. This article reviews FBAR reporting requirements, who is exempt from filing an FBAR, and who is affected by the extended deadline.

While several key provisions of the ACA take effect in 2013, the broader market impact is likely muted in the near term. Markets are forward-looking, and stocks have had ample time to digest the legislation since it was passed in 2010. Equities showed little movement when the Supreme Court upheld its constitutionality in June, and though the recent election inspired much chatter, it was likely never a game-changer.

A business development company or BDC is a type of investment enterprise that typically lends debt capital to and/or invests in the equity securities of small to mid-size private businesses. This White Paper provides an in-depth introduction to BDCs, including their history, common practices, and risks.