Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Vetting Advisors
By Jane Wollman RusoffSaul Nirenberg Founder, Saul Nirenberg & Co. (www.portfoliostrategy.com); New York Advice on 401(k) Business: "First, put together the best investment options.... Second, make sure [your] fees are...
October 28, 2010
Barclays Introduces Financial Personality Assessment for HNW ClientsThe firm's wealth management arm employs a team of behavior finance experts in effort to tie portfolio to personality.
October 26, 2010
Warren Buffet Taps Successor From Castle Point Hedge FundTodd Combs is in line to become the new Warren Buffett, now that the 39-year-old Castle Point hedge fund manager was selected by Buffett to succeed him.
October 25, 2010
Venture Investment Falls, but Number of Deals IncreaseWhile the total number of dollars involved has dropped by 5%, there's been a 2% increase in the number of deals by venture investors in U.S. companies in Q3 2010.
October 25, 2010
Legg Mason Capital Management Names Sam Peters Co-Manager of Value TrustLegg Mason Capital Managementannounced Thursday that Sam Peters, who joined the firm in 2005, will become a co-portfolio manager of the Legg Mason Capital Management Value Trust.
October 14, 2010
Labor Department Unveils Fee RuleRetirement plans will have to tell participants about legal, accounting and recordkeeping fees, and they also will have to explain any amounts that can be taken out of participants' accounts.
October 14, 2010
DOL Releases Groundbreaking Final 401(k) Fee Disclosure RuleThe Department of Labor's Employee Benefits Security Administration (EBSA) released Thursday its long-anticipated and groundbreaking final rule on fee disclosures for 401(k) plans.
October 06, 2010
Tiger 21’s Wealth Management Discipline Now Informs Members’ PhilanthropyTiger 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.