
Sergei Klebnikov
Staff Writer at Forbes
Staff Writer @Forbes. Former investing writer @MONEY. Graduated from @univofstandrews. @Arsenal fan. Likes/RTs ≠ endorsements.
Articles
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1 day ago |
forbes.com | Sergei Klebnikov
The Supreme Court just declined to hear a penny stock broker’s legal challenge to FINRA’s constitutionality. Despite it, a new bill aims to strip the self-regulatory body of its key powers, moving them to the SEC. Win McNamee/Getty ImagesWall Street’s top watchdog, the Financial Industry Regulatory Authority (FINRA), faces a pivotal moment amid converging legislative and legal challenges that could potentially reshape the future regulatory landscape.
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2 weeks ago |
forbes.com.mx | Sergei Klebnikov
Entrar en la reluciente sede de Venture Visionary Partners en Sylvania, Ohio, a las afueras de Toledo, se siente menos como entrar en una firma de gestión patrimonial y más como entrar en el vestíbulo de un innovador de Silicon Valley. Una serena cascada te da la bienvenida en la puerta; elegantes oficinas acristaladas bordean los pasillos, mientras que enormes pantallas digitales muestran datos en tiempo real y actualizaciones del mercado.
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3 weeks ago |
forbes.com | Sergei Klebnikov
Walking into Venture Visionary Partners’ gleaming Sylvania, Ohio headquarters just outside of Toledo feels less like entering a wealth management firm and more like stepping into the lobby of a Silicon Valley innovator. A serene waterfall greets you at the door; sleek glass offices line the halls, while oversized digital screens pulse with real-time data and market updates.
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1 month ago |
forbes.com.mx | Sergei Klebnikov
Si hoy en día se habla con cualquier asesor financiero, es probable que tenga una opinión firme sobre las llamadas “notas estructuradas”. Estos productos complejos se venden como las inversiones más rentables del mundo de la gestión patrimonial. Su especialidad es la flexibilidad: algunos están orientados al crecimiento y otros a la generación de ingresos. Las rentabilidades suelen tener un límite y, en todos los casos, el objetivo es limitar el riesgo de pérdidas.
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1 month ago |
forbes.com | Sergei Klebnikov
Structured Notes and Buffer funds are sleep-well-at-night products designed to protect investors from market drops. Brokers and nervous investors love them, despite their complexity and fees. Talk to any financial advisor these days, and he or she is likely to have a strong opinion about something known as “structured notes.” These complex products are sold as the “have your cake and eat it” investments of the wealth management world.
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