Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Annuity Guarantees Don’t Make Investors Favor Risk, Says Prudential’s O’Donnell
By Maria WoodPrudentials new head of annuities explains investor behavior and risk management.
April 13, 2012
2012 SMA International Equity Manager of the Year, No. 1: Invesco Ltd.Three key ingredientsphilosophy, team and processhelped Invescos International ADR Growth SMA/Wrap make this years cut.
April 13, 2012
Annuity Postcards Are Deceptive, State CFO Says (Sun Sentinel)Marketing firm responsible for solicitations trying to generate business for its third-party insurance and investment salespeople clients.
April 09, 2012
2012 Mid-Cap SMA Manager of the Year: Geneva Capital ManagementGeneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because theyre past the volatile, entrepreneurial small-cap stage and management is focused, yet they havent reached the large-cap space where growth is harder to achieve.
April 06, 2012
'Safe' Investments Still RiskyWhen the economy goes south and the markets get wonky, many people, especially those who are close to retirement, clamor for safe investment assets. But are there really any such things out there for people to invest in?
April 05, 2012
Oliver Wyman Releases Data to DOL on IRA Fiduciary CostsAfter much anticipation, Oliver Wyman released to the DOL and the SEC on Thursday the data underlying its report stating that applying a fiduciary standard to IRA recommendations is costly.
April 05, 2012
Advisors Fail to Show Investors the Big Picture: PershingA new paper from Albridge suggests that the quarterly reports investors typically receive about their financial plans lack an accurate and complete picture of how, or even whether, they are achieving their goals.
April 04, 2012
New Hire Roundup: Mason Is CIO at OneAmerica; Rodilosso Joins Market VectorsThis week in new hires, John Mason became CIO at OneAmerica Financial Partners and Francis Rodilosso went to Market Vectors ETFs.