Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
15 Cool Classic Cars: The Sexy Alternative Investment
By John SullivanHeres an alternative investment strategy that James Bond would love. Investors in the new Family Classic Cars Fund can claim partial ownership of a collection of classic cars, like the 15 highlighted here.
October 15, 2012
Schwab to Buy Dividend Manager ThomasPartners for $85 MillionThe deal includes additional payments depending on future growth in ThomasPartners assets under management, now worth $2.3 billion.
October 10, 2012
New Hire Roundup: New National Segment Leaders at Mercer HammondThis week in new hires, Mercer Hammond named three new national segment leaders, National Advisors Trust brought in Joseph Morsman, and BKD Wealth Advisors announced internal promotions.
October 09, 2012
Mass Affluents Pessimistic, Millionaires Optimistic on EconomyThe report finds 60% of mass affluent households have a negative view of the economy, a figure that was similar to, yet lower than, a year ago.
October 02, 2012
EU Group Calls for Firewall on Risky Investment BankingAn EU advisory group said that the risks of investment banking should be separated from retail banking activities as a means of protecting depositors and taxpayers.
September 26, 2012
New Hire Roundup: Mehra Goes to Salient; New CFA Institute HeadThis week in new hires, Dr. Ajay Mehra joined Salient Partners; Alan Meder was named chairman of the board of governors at CFA Institute; and Yuri Khalif went to Hatteras Funds.
September 26, 2012
SEC Warns on Rise of Affinity FraudFraudsters who carry out affinity scams frequently are (or pretend to be) members of the group they are trying to defraud.
September 25, 2012
Advisor-in-ChiefThis is the fourth presidential election campaign Ive experienced, or shall I say, been subjected to, since I joined Investment Advisor in 1999.