Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
CalPERS’ investment beliefs arouse skeptics
By Marlene Y. SatterThe funds 10 investment beliefs read more like a series of principles to guide socially responsible investing and have been met by more than a hint of scorn by some in the investment world.
October 01, 2013
Measuring Stocks RightFacebook recently crossed above its $38 IPO share price and the media celebrated. But it took 440 grueling days to accomplish that feat. More importantly,…
October 01, 2013
Exams Not Required for Some Minnesota AdvisorsThe Minnesota Department of Commerce will waive requirements that IARs have a Series 65 or 66 license. FSI called the move a regulatory victory.
September 30, 2013
Pipe Down: How to Play the New Oil Boom Without All the RiskMany advisors are using an ETN that focuses solely on the beneficiaries of the oil and gas boom, not the boom itself.
September 23, 2013
Does Your Client Want to Divest From Fossil Fuels?Many clients don't like companies that pollute. Dan Kern and HIP Investor lay out the realities of constructing a fossil-free portfolio.
September 16, 2013
Young Millionaires More Optimistic Than BoomersNinety-two percent of Gen X and Y millionaires work with an advisor, Fidelity says. Here's what they're looking for.
September 16, 2013
12 Worst Financial Advisors in America: 2013ThinkAdvisor gathered a list of awful advisors from the past year and ranked them, balancing amount stolen with amount of ick factor involved.
September 11, 2013
New Hire Roundup: Clearbrook Names Leslie Billet Managing DirectorDeb Clarke has become Mercer's global head of investment research, and Bruce Graham recently joined CAPTRUST Financial Advisors as a vice president and advisor.