Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

Net asset value is a fund's assets minus liabilities, divided by shares outstanding. An ETF's net asset value fluctuates more often than a mutual fund's NAV. An ETF's net asset value can differ from ...

Roman Z. Matatov is with PKF O’Connor Davies, serving as a CFO for private business clients, and has a valuation and forensics background. In this four-part series of articles, I invite you to explore ...

Market appreciation can temporarily hide this issue, but markets do not build enterprise value; net new assets do. Without a strong organic growth engine, even well-managed firms ultimately stall.

The global commercial real estate industry stands at a critical and undeniable inflection point. After two decades of incremental progress, the journey toward sustainable building practices has ...

If you have been wondering whether Rakuten Group’s current share price actually reflects its true potential, you are not alone. This piece is going to walk through the numbers with you. After a ...

Fine wine has emerged as an alternative asset with a history of steady returns and diversification benefits. Here's how wine ...

Various industry surveys over the years have indicated that the larger an RIA gets, the more likely they are to leverage the services of more than one custodian. Over my 27 years in wealth management, ...