UMB Fund Services: The Qualified Opportunity Zone (QOZ) program may offer investors temporary tax deferral, but they bring with them cash challenges for fund managers. Read more…
UMB Fund Services: The Qualified Opportunity Zone (QOZ) program may offer investors temporary tax deferral, but they bring with them cash challenges for fund managers. Read more…
KSM: On July 17, 2019, the Financial Accounting Standards Board (FASB) voted to have its staff prepare an exposure draft to delay the effective dates for accounting standard changes on leases, credit losses, and hedging. Read more…
Gary R. Markham: It’s a well known fact that attorneys, auditors, accountants, consultants and other professional hate recording their time. That is a universal rule, which goes along the lines of “this isn’t what I went to law school for……”. Read more…
Wilshire Phoenix: Digital Assets share some similarities to traditional assets such as stocks, bonds, and commodities. However, careful consideration is needed to apply traditional methods in their investment and risk management. For an investor in digital assets, diversification is an important topic. How can one use the concept of diversification to help achieve returns while managing risk? Read more…
UMB Fund Services: Based on a Q3 2018 FUSE Research Network survey of senior product leaders at 37 asset management firms, product developers are increasingly looking at structures for less liquid and uncorrelated alternative investments. Read more…
UMB Fund Services: In April, the Treasury Department released new regulations impacting qualified opportunity zone (QOZ) funds to address several key issues that have arisen since the funds became available and have ultimately been a deterrent for some investors and businesses. Read more…
Gary R. Markham: Tokenization is the process of representing fractional ownership interest in an asset (utility asset or security asset) with a blockchain-based token. Read more…
Since the financial crisis in 2008, the European rulebook on financial services developed exponentially and virtually all areas of financial services, from the products themselves to the provision of services, nowadays are subject to a specific applicable regulation.
A captive insurance company is a property and casualty insurance company that is established to provide coverage primarily to a Parent Operating Company.
What makes Columbia University Law Professor John C. Coffee such a popular source for the financial media?