Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Who’s looking out for us?
By Richard HoeAssociations and regulators don't seem to have advisors' best interests in mind.
July 22, 2013
8 things to know about fiduciary liabilityA new standard is in the works, likely imposing what many fear as unnecessary and potentially costly regulations.
July 18, 2013
BDCs, Maligned by Regulators, Find a ChampionDespite recent warnings, Michael Forman of Franklin Square makes a strong argument for including business development companies in a portfolio.
July 15, 2013
Turning to outside fiduciaries for reliefQualified plan sponsors bore the burden on their own for years. Now, that's changing fast.
July 10, 2013
New Hire Roundup: Pascal Named President of Commonfund CapitalThis week in new hires, Commonfund Capital named Donald Pascal president, and Paul Knight, Michael Gyure and Michael Gorman joined Janney Capital Markets.
July 08, 2013
Morningstar Discovers Data BreachMorningstar says it discovered an illegal intrusion into its systems that may have compromised some of its clients' personal information, including email addresses, passwords, and credit card numbers.
July 03, 2013
New Hire Roundup: Steve Dunlap to Head Wealth Management at CeteraAlso this week in new hires, Jeff Pawliger was named Janus' regional director for southern Florida, and PFM Group announced that Susan Musselman, Fred Eoff and Johanna Roodzant have joined with the acquisition of SDM Advisors.
July 01, 2013
Study Highlights Professional ManagementThe total number of participants invested in a professionally managed allocation has more than doubled from 17% at the end of 2007, according to Vanguard’s…