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Learn MoreThe following article is for general informational purposes only and should not be construed as legal, tax, investment, financial or other advice. See full disclaimer below. The future of retirement investing is at a crossroads — and nowhere was that more evident than at the recent DCALTA...
Read MoreRecently, we were fortunate to participate on a webinar for the Alternative Investment Management Association (AIMA) discussing the hot topic of converting an existing private fund to a registered fund, versus launching an entirely new one. Below are a few of the critical variables the panel...
Read MoreCohen & Co is pleased to announce Camille Clemons has been named Market Leader, Alternative Investments, effective January 15, 2024. Clemons brings her expertise as a 20-plus year veteran of the investment industry, focusing on strategic growth for the firm’s nationally recognized team. She’s...
Read MoreAs the ETF industry continues to grow and evolve, it’s important for service providers to continue to innovate, so they can best serve their clients. Camille Clemons recently spoke with Douglas Yones, head of exchange traded products at the New York Stock Exchange, on “The Inside ETFs Podcast.”...
Read MoreWhen deciding to enter the mutual fund or exchange-traded fund (ETF) space, one of the first critical decisions you’ll have to make is whether or not to establish your own trust or use an existing one. This significant decision should be carefully thought through, as it will affect many areas...
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