Pentagon Honors Wells Fargo Advisor for Service
Stephen H. Lee has raised over $5 million to support USO programs for wounded soldiers.
Catching Up With KSU's John Grable
For financial planning professionals who want to pursue a PhD, the task can be daunting. However, starting in summer 2009, Kansas State University in Manhattan,...
Catching up with...
Recently appointed head of the Registered Investment Advisor (RIA) channel for JPMorgan Funds, Steve Lundquist will be responsible for the business strategy of the institutional...
Be a Mentor
The historian David McCullough regaled attendees at Fidelity's Executive Forum last month with stories about the nation's founding fathers and the way their characters were...
Ibbotson on asset allocation
When markets get volatile, investors get edgy. Some look at their portfolios and see assets that worked well before, but now look lackluster or may...
Discipline, Dividends, Diversification
Not so long ago, investing in stocks that paid dividends was decidedly uninteresting. Investors clamored for companies in which smart CEOs plowed cash back into...
A New Beginning for Investment Advisor
For the first time since the summer of 2000, Investment Advisor is changing its design and shifting its focus, presenting a clean, fast-paced approach to the information and analysis you need to be successful.
Optimistic About International Political Risks
U.S. Funds' Frank Holmes accepts award
Allocation Without Borders
When Ranji Nagaswami spoke at our Wealth Advisor Summit last December about an equities portfolio strategy that produces long-term outperformance along with reduced risk, we...
Welcomes and Promotions
As of August 1, IA editor Jamie Green was named editor-in-chief, and Staff Editor Bob Keane was promoted to managing editor of the magazine. Earlier...