Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Cerulli: Fewer than One in Five Investment Consultants Satisfied with Teams
By Warren S. HerschThe report finds that just 18.2% of investment consultants are "very satisfied" with their consultant relations teams. This contrasts with 45.5% who are "somewhat satisfied," 27.3% who are "neutral" and 9.1% who are "somewhat dissatisfied."
March 09, 2012
Bachus SRO Redraft Likely This Year: IAA’s Neil SimonTop lobbyist for Investment Adviser Association said Rep. Spencer Bachus will release this year revised legislation calling for a self-regulatory organization for advisors, though action may wait until new Congress in 2013.
March 05, 2012
MetLife Originates Close to $3 Billion in Agricultural MortgagesMetLife, Inc. (NYSE:MET) announced today that it originated through its Agricultural Investments Department, $2.8 billion in agricultural mortgage loans in 2011 which is even with its originations in 2010.
February 29, 2012
BlackRock Launches Education Initiative for Volatile MarketsBlackRock launched on Wednesday what it calls a multi-faceted global initiative, designed to help investors deal with low yields and volatile markets.
February 24, 2012
Bulletproofing Your Practice Against Bad ClientsFrom time to time, I see ads on TV from attorneys advising people who may have experienced investment losses that suing their financial advisor may be a solution.
February 23, 2012
New Behavioral Finance Findings and Optimal Asset AllocationA Swiss professor extends Kahneman and Tversky's research to explore how a client's aversion to loss is based on individual reference points and mental accounting, and the implications for advisors.
February 15, 2012
White House Wants Closer Scrutiny of Investment Advisers (InvestmentNews)While President Barack Obama's $3.8 trillion budget proposal for 2013 goes hard on the wealthy, it could also be tough on those who advise them.
February 10, 2012
Average 401(k) Contribution Increased in 2011: FidelityThe average employee contribution to a 401(k) plan rose slightly in 2011, Fidelity Investments reported Thursday.