Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
NASRA: Public pension funds outperform assumed rates of return
By Warren S. HerschAt 8.9 percent, the media annualized investment return for the 25-year period ended December 31, 2012 exceeded the most used investment return assumption of 8.0 percent, the report states. The 10-year return is slightly below the average assumption of 7.77 percent.
March 26, 2013
Your Client’s Brain: Coping as Your Clients AgeAs the brain ages, there is a decline in the ability to make decisions matched by a misplaced confidence in that ability.
March 25, 2013
Bye-Bye BRICs, Hello TIMPsSome countries that were once hot, today are notor at least, not as hot as they once were, says one investment expert.
March 22, 2013
Getting past referral roadblocksPull not push marketing is the key to planting the right prospecting seeds.
March 22, 2013
Canadian investors want advice of financial professionalFifty-seven percent of investors would like advice but want to have the final say on recommendations.
March 15, 2013
Stable value funds widely available in DC plansThe report finds that 86 percent of plan sponsors have been offering stable value investment options for more than two years.
March 15, 2013
Stable value funds widely available in DC plansThe report finds that 86 percent of plan sponsors have been offering stable value investment options for more than two years.
March 09, 2013
Tax FAQ: Are dividends payable on an annuity contract taxable?Taxation of dividends under an annuity contract depends on when the contract was purchased.