Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
How to Build Client Trust That Lasts
By Katherine VessenesThere are no shortcuts to constructing solid relationships.
June 25, 2013
When RIA Zombies Attack, Money Manager Has Survival GuideAre you an RIA or a ZIAzombie investment advisor? That is the question, or challenge at least, put forward by one third-party money manager trying to get your attention and maybe even partner with you in managing client assets.
June 25, 2013
Plan sponsors forecast change to DC investment menusThe report discloses that 51 percent of defined contribution plan sponsors intend to revise the investment options they offer to plan participants.
June 25, 2013
Plan sponsors forecast change to DC investment menusThe report discloses that 51 percent of defined contribution plan sponsors intend to revise the investment options they offer to plan participants.
June 24, 2013
Prospecting for New Clients: Set the Right Tone, and ExpectationsWhen I lost my first client in five years, it led to some soul searching, and some insights to share with my fellow advisors.
June 17, 2013
Best Firms for Self-Directed Investors: J.D. Power—2013The survey finds that, with some exceptions, investment firms are not communicating well when it comes to fees, online tools and products.
June 12, 2013
Plan Sponsors Look to Change Up Investment MenuPlan sponsors are re-evaluating their investment lineups over the next 12 months, according to the DC Investment Manager Brandscape report by Cogent Research.