Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
California: Insurers Show off Their Good Works
By Allison BellThe 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.
August 24, 2011
Mind Mapping: One Way to Think Like a VisionaryOnce you learn how to do mind maps, it can be very useful to share them with colleagues or employees.
August 22, 2011
A Cautionary Tale: When a (Prospective) Client Doesn’t Fit From the BeginningWhen the markets are turbulent, clients can get irrational: a real-life learning experience.
August 19, 2011
Schwab’s Clark Apologizes, Explains Plan Sponsor ControversyIn an interview with AdvisorOne on Friday, Bernie Clark Executive, Vice President of Schwab Advisor Services, admitted it was a mistake to send a letter sent from Schwab Retirement Plan Sponsor Services directly to plan sponsors without first informing the company's RIA affiliates. Clark explained the communication was sent to...