Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Are You Part of ‘One of the Greatest Scams of Our Time?’
By Robert Bloink, William H. ByrnesAn author slams investment advisory firms, calling their services one of the greatest scams of our time.
September 01, 2011
California: Insurers Show off Their Good WorksThe California Department of Insurance is reporting that 199 of the 203 large insurers operating in the state have filed community investment reports.
September 01, 2011
Understanding Client CultureBy methodically examining communications preferences, values, decision-making processes and management style, advisors can raise their level of service to clients.
August 31, 2011
California: Insurers Show off Their Good WorksThe California Department of Insurance is reporting that 199 of the 203 large insurers operating in the state have filed community investment reports.
August 31, 2011
Plan Sponsors: Don't Breach Fiduciary Duty in Excluding TPA's Proprietary FundsA white paper sponsored by Great-West argues in favor of including funds from a retirement plan's TPA affiliates; no conflict of interest
August 30, 2011
IASB Asks Where Insurers Fit in Investment Entity ProjectThe International Accounting Standards Board is seeking comments on how it should handle insurers, and investment-linked insurance funds, in a revision of investment entity accounting rules.
August 29, 2011
IASB Asks Where Insurers Fit in Investment Entity ProjectThe International Accounting Standards Board is seeking comments on how it should handle insurers, and investment-linked insurance funds, in a revision of investment entity accounting rules.
August 25, 2011
Buffett Puts $5 Billion Into BofA, Draws CriticismBank of America said Thursday that it was selling 50,000 shares of preferred stock with a liquidation value of $100,000 per share and a dividend that pays 6% per year to Berkshire Hathaway.