financial-advisory

"There can't be sacred cows if we are going to get on a sustainable fiscal path," said Joshua Shapiro , chief U.S. economist at MFR Inc., an economic and financial-advisory firm.

Business Braces for Belt Tightening Jonathan D. Rockoff 2011

The answers may determine which estate-planning techniques make the most sense for a family to use, says Patrick Ungashick , president of White Horse Advisors, an Atlanta financial-advisory firm that specializes in small businesses.

Family Businesses Catch a Big Break Anne Tergesen 2011

For instance, an investor who wants exposure to the entire asset class should choose a fund or ETF with a low expense ratio and little cash, says Warren Ward of financial-advisory firm Warren Ward Associates.

The New Bond Market Ben Levisohn 2012

From Kuwait to Saudi Arabia to Bahrain—there is still a lot of restructuring work to be done in the next two to three years, said Marc Nassim , head of clients & markets, financial-advisory services at Deloitte Middle East.

Mideast's Unrest Hits Investment Banks Nicolas Parasie 2011

As cities around the U.S. struggle to raise money, a little-known financial-advisory firm has grown in clout and courted some controversy along the way.

Adviser Takes Heat for Helping Sell Off Public Assets Ianthe Jeanne Dugan 2010

Still, Goldman saw strong investment-banking results in the third quarter amid debt-underwriting and financial-advisory activity.

Goldman Sachs Net Falls 40%; Trading Weak Nathan Becker 2010

"It is interesting and certainly quirky," said Anthony Valeri , strategist at financial-advisory and brokerage firm LPL Financial.

The Bonds That Tie: MF Global's Quirky Corzine Clause Shira Ovide 2011

In a weak-dollar world, "You want to invest in assets like gold," says Dawn Bennett , chief executive of Washington-based financial-advisory firm Bennett Group Financial Services, who has her clients in the soft metal.

How to Profit From the Shrinking Dollar Ben Levisohn 2011

Mr. Chen will oversee the firm's investment-banking business in the mainland China market, which will include further developing its corporate-finance, financial-advisory and financial-restructuring operations there.

Boutique Bank Picks Chen as China Head Alison Tudor 2011

Patria oversees $3.7 billion in assets and, like Blackstone, operates a financial-advisory business while also investing in real estate and through private equity and hedge funds.

Blackstone Invests in Brazil Jenny Strasburg 2010