Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
7 Plot Twists in a 'Bonkers' ETF Market: Dave Nadig
By Dinah Wisenberg BrinThe ETF.com research director talks advisors through the blitz of new funds and strategies.
October 09, 2026
RIAs Short of Fidelity's $100M Minimum Have 3 Options: Will TroutEventually, all the big custodians will raise the bar for smaller RIAs, the wealth management strategist predicts.
October 07, 2026
Fidelity's $100M Floor Exposes a Hard Truth for RIAs: Consultant"Your custodian is not your friend," consultant Timothy Welsh wrote after Fidelity announced its new AUM threshold.
October 07, 2026
S&P 500 Could End Year Up 20%: Ryan DetrickThe index's latest record may not be the last historical high in 2026, according to the Carson Group strategist.
October 05, 2026
Bob Doll's 10 Predictions for 2026: Q4 ScorecardIt's too early or too close to call for half of the prognosticator's yearly projections, he says.
October 01, 2026
Fidelity Sets $100M AUM Minimum for RIAsRIAs with client assets at Fidelity have until June 30 to meet the requirement.
September 28, 2026
In This Market, 'Do Less' Has Its Limits: Christine BenzMorningstar's personal finance director prefers a hands-off investing approach but says some adjustments may be warranted now.
September 21, 2026
PRO
Fed Rate Hike Doesn't Warrant Big Portfolio Moves — Yet"I wouldn't recommend advisors make any significant changes to client portfolios at this point," a Morningstar strategist said.