Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Placemark Awarded U.S. Patent for Tax Management System
By Joyce HansonPlacemark Investments on Monday, May 17, received a patent for a process that uses the firm's overlay management technology to let advisors manage taxes by limiting gains and making other trade-offs tailored to a client's specific tax considerations.
May 01, 2010
A Serious ManBefore a room of people or in an intimate dinner or an interview with a journalist, Tom Giachetti is never at a loss for words....
April 30, 2010
Group Worries About Proposed Advice RegsThe SPARK Institute has voiced concern about provisions in proposed investment advice regulations that would define acceptable investment practices and theory.
April 22, 2010
Keeley Rolls Out Alternative Value FundKeeley Asset Management Corp. has launched the KEELEY Alternative Value Fund in two share classes.
April 05, 2010
Longevity Risk, SPIAs And What Retirees Should KnowWhile longevity risk has started to get a lot more attention as an abstract notion, the sales of single premium immediate annuities, which are meant to protect against this risk, remain quite modest.
April 04, 2010
Longevity Risk, SPIAs And What Retirees Should KnowWhile longevity risk has started to get a lot more attention as an abstract notion, the sales of single premium immediate annuities, which are meant to protect against this risk, remain quite modest.
April 01, 2010
Eagle Opens Bond Fund to InvestorsEagle Asset Management, a provider of equity and fixed-income investment strategies to institutional and individual investors, says its Eagle Investment Grade Bond Fund opened...
April 01, 2010
Dodge & Cox Has New CEODodge & Cox recently named Kenneth E. Olivier its CEO, while John A. Gunn remains chairman of Dodge & Cox. Olivier joined the firm in...