Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Clients Want Personalized Service, Not Just Returns: Hartford Funds
By Danielle AndrusAdvisors need to create context for wealth and what it means for clients' retirement lifestyle, a survey found.
May 08, 2015
Harold Evensky: Comprehensive Planning by Stages—The 2015 IA 35 for 35When Harold Evensky started in the financial planning business he was doing yellow pad planning, literally using a yellow pad of paper and a pen to map out clients financial plans, he told Investment Advisor in April.
May 07, 2015
The Longest Cycle on RecordInvestors, mistaking this environment for a normal cycle, are too preoccupied with looming rate hikes when the real story is sluggish global growth.
May 07, 2015
Biggest Impact Investors Plan 16% Boost in 2015More than a quarter of respondents said their investments had greater impact than they had expected, according to a survey.
May 05, 2015
Tom Bradley: Advisor Evangelist—The 2015 IA 35 for 35Ask Bradley to look back at pivotal moments that shaped the advisory business and he recalls May Day 1975, the day the SEC deregulated commissions.
May 04, 2015
What Is Good Advice?One of the best pieces of advice I ever received came while I was working as a taxi driver during college in New York City.
May 04, 2015
11 Steps to Successful Time Management for Solo PractitionersIf youre an advisor working by yourself, organization is critical to building and sustaining your practice. Here's how I do it.
April 30, 2015
Enforcement: FINRA Fines Fidelity for Overcharging CustomersMeanwhile, the New York Attorney General fined a children's fund board after a trustee misused money to buy himself a home in the Hamptons.