Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Tiger 21’s Wealth Management Discipline Now Informs Members’ Philanthropy
By Michael S. FischerTiger 21 started as a forum for high-net-worth investors to network with peers around asset preservation and wealth management issues and have now broadened their focus to include discussions of family matters and inheritance issues.
October 01, 2010
The Empire Steps UpReaders of this column know I haven't been a big fan of the CFP Board and its leadership of the Financial Planning Coalition during Washington's...
October 01, 2010
Custody: Why You May Actually Have ItSweeping amendments to the Securities and Exchange Commission's custody rule 206(4)-2 became effective March 12, 2010, and will substantively impact significantly more advisors than imagined...
September 30, 2010
Ladenburg Thalmann Debuts Alternative Strategies FundLadenburg Thalmann Financial Services announced Wednesday that Ladenburg Thalmann Asset Management Inc., a subsidiary, had launched an Alternative Strategies Fund.
September 23, 2010
Bill to Allow Federal Employees Access to Socially Responsible Investment OptionsRep. Jim Langevin, D-R.I., introduced the Federal Employees Responsible Investment Act on Wednesday, which would add a socially responsible investment option to the Thrift Savings Plan (TSP).
September 22, 2010
Virtus Launches International Equity FundVirtus Investment Partners, a Hartford, CT-based firm, has launched the Virtus International Equity Fund (Class A: VIEAX), the company announced Monday. The new Virtus fund is sub-advised by Pyrford International of London.
September 21, 2010
Treasury Prices Hartford Warrants, Completes Lincoln OfferingThe U.S. Treasury Department hopes to earn $706 million for taxpayers from a previously announced sale of Hartford Financial Services Group Inc. warrants.
September 17, 2010
Treasury Seeks $213 Million for Lincoln WarrantsThe U.S. Department of the Treasury said today it has priced its planned public offering of warrants in Lincoln National Corp.