Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
FINRA’s New Suitability Rule Edges Closer to ‘Fiduciary’: NAPFA Chairman
By Melanie WaddellRon Rhoades, the chairman of NAPFA, says the rule's biggest challenge is that a BDs investment strategy must now meet suitability requirements.
July 10, 2012
Morgan Stanley’s Hull Brothers Break Away to Launch Startup Via DynastyThe Hull brothers created bluepoint in late June after leaving MSSB, where they had been institutional consulting directors with nearly $4 billion in assets at Graystone Consulting.
July 06, 2012
It’s Not Too Late to Make Your Voice Heard on SRO BillIf youre not in favor of having FINRA become the SRO for RIAs, join the advisor grass-roots effort to advocate with Congress against Bachus bill.
July 03, 2012
Commonwealth Adds Investment Policy Statement Software From IPS AdvisorProBroker-dealer makes IPS software from Norm Boone and Linda Lubitz Boone's company available to its reps at a discount.
June 29, 2012
Public Pension Earnings ‘Largest on Record’ in Q1According to the Census Bureau, the first quarter of 2012 brought U.S. public pensions their largest investment earnings on record, dating to 1974.
June 27, 2012
New Hire Roundup: Putnam Adds Three; Wagner Retires From BlackRock, Joins BoardThis week in new hires, David Scheetz, Edward Deeds and James Axford joined Putnam Investments; and Susan Wagner retired as vice chairwoman of BlackRock and was named to its board.
June 26, 2012
‘Be Brave’ and Buy Dividend-Paying Stocks, Allianz CIO Tells InvestorsThe time may be coming when investors should think the unthinkable and be prepared to pay safe-haven banks to hold their money, says AGI Global CIO Andreas Utermann.
June 26, 2012
Italian bank urgently needs 1 billion euros (BBC)Monte dei Paschi di Siena, Italys third-largest bank and which also claims to be the worlds oldest bank, needs 1 billion euros to fill a capital shortfall by the end of the month.