Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Security Benefit, Mesirow Financial Team Up on Fiduciary Service
By Melanie WaddellSecurity Benefit and Mesirow Financial Investment Management Inc. recently joined forces to help employers offer a retirement plan for their employees, and to assume the fiduciary role of selecting investments for participants.
January 23, 2012
Put Your Money Where Your Mouth IsIf you recommend insurance and annuity products to your clients, shouldnt you own a piece of the carrier?
January 19, 2012
Obama’s Re-Election Means More Stagnation, Says Ex-Treasury Chief O’NeillFormer Treasury Secretary Paul ONeill, special advisor to Blackrock, was interviewed Thursday by Bloomberg T.V.s Tom Keene, host of Midday Surveillance.
January 19, 2012
Cerulli: Many Self-Described Financial Planners Actually Only Offer Investment ServicesFifty-nine percent of the respondents surveyed describe themselves as financial planners, but only 30% actually practice financial planning, Cerulli reports. The differential is even more pronounced among advisors who label themselves investment planners (22%) versus those practice investment planning (56%).
January 19, 2012
Merrill CIO: Europe Headed for Recession, U.S. Slowdown Later in 2012Europe is headed for recession, and markets in the U.S. will experience a solid first-half of the year before a significant cool-off in the second half
January 15, 2012
How to Help Clients Work With Art AdvisorsTwo experts explain how FAs and clients who are collectors can benefit from the professional skills of art advisors.
January 06, 2012
Dutch Pension Plan Blacklists WalmartThe largest pension fund in the Netherlands, Algemeen Burgerlijk Pensioenfonds, with more than $300 billion in assets, has washed its hands of Walmart, divesting itself of shares in its longtime investment and citing the company's poor labor practices and anti-union position as its reasons.
January 01, 2012
The Large Trader RuleJust when you thought there couldnt be any more forms to complete, we have yet another one from our friends at the SECthe new Form 13H.