Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Investors say they need 9.7 percent returns to meet goals
By Michael S. FischerUnfortunately, the long-term historical market returns don't have a return that matches investors' needs.
April 11, 2015
Don’t wish it were easierIf landing that dream client were easy, your competitor would have already done it. So be glad its hard.
April 10, 2015
LTCI Watch: Safe returnsMaybe having the whole country investing like a 65-year-old is a bad idea.
April 10, 2015
LTCI Watch: Safe returnsMaybe having the whole country investing like a 65-year-old is a bad idea.
April 06, 2015
LPL Names Arnold to President's SlotHe replaces Robert Moore, who is joining an advisory firm in Chicago.
April 02, 2015
Yale’s Swensen: Consider Climate Change When InvestingYour consideration of the costs and risks of climate change should lead you to better investment decisions, says the endowment manager.
April 01, 2015
New Hire Roundup: Morningstar Names Ptak Head of Global Manager ResearchMeanwhile, Wesley Long, former head of private client services at Wedbush, joined Index Fund Advisors to lead its wealth advisors.
March 31, 2015
The Robo-Advisor Battle Gets PersonalThe public trash-talking among Schwab, Betterment and Wealthfront is entertaining, but I think our industry would be better served by a return to civil debate.