Tag: CFA Institute

The regulatory evolution: GIPS Standards gain prominence in private markets

The private markets have witnessed a substantial increase in managed assets over the last decade, attracting the attention of U.S. regulators aiming to enhance transparency through expanded regulation. With these regulatory developments, it's time to re-evaluate the Global Investment Performance Standards (GIPS), which have evolved from being the gold standard for investment performance presentation to a tool that assists advisers in meeting new regulations.

Navigating the wealth management shift: Retail Investors are the new goldmine

The transformation in the wealth management landscape is undeniable. To achieve consistent double-digit growth in this maturing industry, the focus must shift towards retail investors. These investors are a vast reservoir of opportunity, yet they present a set of challenges that many in the wealth management realm may find unfamiliar.

Will the Crypto Winter bring the death of cryptocurrency

Dubbed the Crypto Winter, the cryptocurrency market has gone through a tough period with companies collapsing, major fines and token prices dropping. However, players in the industry are confident spring is coming.

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